Senior Administrative Associate

Senior Administrative AssociateJob DescriptionThis position is full-time during traditional business hours in our Biddeford, MEoffice. This position is a key role in the office that requires strong organizationalskills, the ability to shift gears frequently, and to stay focused on high-priority tasks anddeadlines. An important aspect of this role will be to manage the other team ofadministrators towards completion of their tasks on time, with precision andaccuracy. You will work closely with key client relationships as well as support theWealth Managers as they guide clients through our Wealth Management Process.Mastery will be needed in the development, maintenance, and improvement ofoffice workflows.Job PurposeThe main purpose of the Administrative Associate is to ensure the smoothoperation of a fast-paced and high-touch wealth management office that has astrong, ethical reputation and a workplace that cares about the greatercommunity.Duties and Responsibilities Provide high-touch administrative support to clients. Cultivate and enhance the onboarding of new and/or existing clientsrelationships through active communication, processing requireddocumentation and client requests, processing money movementtransactions, resolving inquiries, providing guidance, and making sure keyInformation and documentation remain current. Confirm and authenticate the client's identities when processing requests. Ensure meeting agendas and meeting materials are prepared and availablefor client and advisor meetings. Coordinate and track progress and timely completion of projects. Manage the complex onboarding of new client relationships and theopening of new client accounts, which can include the transfer of their priorrelationships. Managing the many and oftentimes complex tasks thatrequire follow-through with new relationships. Develop a thorough understanding and mastery of our Client RelationsManagement application. Perform advanced and confidential functions that include composing,signing, and distributing complex correspondence. Maintain confidential and sensitive information with tact, integrity and wisejudgment. Remain highly adaptable and flexible to special projects as the needspresent themselves.Qualifications/Skills Demonstrated prior financial office experience in a similar role. Existing FINRA licensing (Series 6, 7, 63, 65 and 24) is highly desirable butmay consider if willing to begin the process to obtain within 6 months afterhire. Must be able to work independently with little supervision, workcollaboratively with team members and take appropriate initiative incarrying out required tasks and activities. Must be organized and thorough in ensuring multiple and complicated tasksare completed. Follow-up and follow-through are key to client satisfactionand fulfillment. Maintain highly confidential and sensitive information with full integrity. Strong skill with Microsoft Office products such as Outlook, Word, Excel,Publisher and use of Adobe Acrobat. Must have exceptional written, oral and interpersonal communication skills,both internally and externally. A strong interest to learn and develop skills and proficiency inunderstanding the many facets of wealth management for our clients. Experience with our CRM-Redtail, our planning system-MoneyGuide Pro andour client portal-eMoney are beneficial. Will need to see your Kolbe profile, if available. Otherwise, we'll provide theKolbe for completion.Benefits and General InformationThe main office is located in Biddeford, Maine; with satellite client meetinglocations maintained in Portsmouth, NH. The ideal candidate will have a lot offlexibility in their work schedule around client and office team meetings. This is nota remote position. Free onsite parking. Pension Professionals is very supportive ofprofessional skill development and training.Why Pension Professionals?For the right individual, Pension Professionals will provide an environment that isprofessionally challenging. If you're looking for a place to develop personally andprofessionally and to have the freedom to work independently and creatively, youwill find our office setting ideal. The heart of our business is showing clients thefreedom that comes from having their wealth support their life goals andambitions. We're an important partner that helps show them that they can live alife they love to live. Be part of the excitement that we all share every day, everyphone call, and in every meeting.Job Type: Full-timeBenefits: 401(k) matching Dental insurance Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insuranceExperience: Financial services: 6 years (Preferred)License/Certification: FINRA License (Preferred)