My Assistant Specialist

Osaic Careers

Financial Services Support Opportunity in Financial Services

Virtual Administrative Services Specialist

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista: 12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time

Salary: $50,000 - $60,000

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.

Summary:

Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm? At Osaic, we operate in a team-based environment, made up of a diverse group of associates who are passionate, innovative, and focused. We're proud of our history, stability, and proven track record of success. Osaic has made the Inc. 5000 list of fastest-growing, privately held firms in the U.S. for seven years in a row from 2007 to 2014. It has been named Broker/Dealer of the Year* six straight years in a row from 2015 to 2020 by Investment Advisor magazine; one of the best companies to work for from 2016 to 2020 by the New York State Society for Human Resources Management and the Best Companies Group; and a wealthmanagement.com Industry Award Finalist in multiple categories in 2019 and 2020, as well as a 2020 winner in the service category of B/Ds under 1,000 representatives for its Virtual Administrative Services (VAS) program.**

Osaic (AP) is looking for a client support associate to work in the firm's Virtual Administrative Services (VAS) program. This individual will aid in answering incoming calls and emails, communicate needs and details of client interactions to investment professionals, prepare for client meetings and perform administrative tasks.

Responsibilities:

• Answer all incoming client calls into the Virtual Administrative Services (VAS) Client Calls and Emails queue and inform the respective advisor of the call details
• Review and respond to client emails received into VAS-subscribed advisors' inboxes
• Prepare all VAS physical mailings
• Log all time spent with advisors and their clients into AP Support, powered by Salesforce
• Give support in preparation of client meetings for VAS-subscribed advisors
• Aid VAS team in performing administrative tasks for VAS-subscribed advisors, including assisting in keeping the AP queues up to date, entering NAFs, opening accounts, updating accounts, filling out paperwork, answering VAS emails, bolstering business, and communicating with vendors
• Act as the subject matter expert on all business processes, as well as all web services platforms
• Assist investment professionals in the navigation of AP's internal and external processes
• Solicit and log all requests for technology or process enhancement

Education Requirements:

• Bachelor's degree (or currently working on one) with a focus in business administration, management, accounting, or finance

Basic Requirements:

• Possess excessive knowledge of web meeting and e-learning tools/methodologies
• Ability to take direction based on the goals of the broker/dealer and RIA
• Possess a strong sense of initiative and a self-motivated, self-starter who can work independently and anticipate needs, as well as work well with team members
• Must be able to multi-task and work under tight deadlines
• Excellent organizational skills and ability to solve problems
• Ability to understand and present complex technical information to technical and non-technical audiences
• Ability to adapt to changing assignments and multiple priorities
• Strong presentation, speaking and writing skills, as well as the ability to communicate information clearly
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
• Technically proficient with digital media and web-based communications systems

Preferred Requirements:

• Two years' experience in the financial industry required; knowledge of all registrations, account types and investment products, as well as how each security works, preferred
• Call center, customer service, training and/or education experience preferred
• Knowledge of Salesforce, ETI Quik, Albridge and XTIVA web services preferred

To Apply:

Apply through the link in the job posting or visit

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or gender status, or any other characteristic protected by law.