Licensed Financial Administrative Assistant

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We are seeking an individual to provide administrative support to our office. General responsibilities: Work directly with Wealth Managers and clients to render clerical or administrative tasks; Work closely with key client relationships; Establish new client accounts; Set appointments for Wealth Managers either in person, telephone or web conferencing; Answer client questions and describe investment products and services; Ambitions to pursue more training on a Financial Planning track.

This position will be primarily responsible for working with the current administrative team, our high net worth clients and the Wealth Management team.

Essential Duties and Responsibilities:

• Process new client accounts, distributions, and other financial transactions.
• Respond to daily client inquiries.
• Collaborate with other team members to provide exceptional customer service to current and potential clients.
• Maintain, update and file client information.
• Complete administrative tasks, track and document client data using Customer Relationship Management system.
• Part of team answering incoming phone calls.
• Pleasantly greet and direct visitors to the office.
• Schedule and assist in preparation of client meetings.
• Provide back-up and support to Wealth Management team members.
• Establish committed and trusted client, advisor, and vendor working relationships.
• Complete meeting follow-up duties such as scheduling asset transfers, gathering paperwork and requested documents.
• Collaborate with Wealth Managers regarding account questions, service requests and all other matters.
• Participate in special projects or assignments as needed working with partners to solve complex issues that may arise.

Knowledge, Skills, and/or Abilities:

• Excellent oral, written, and interpersonal communication skills
• Proficiency in Microsoft Office software, including Word, Excel, Outlook, and PowerPoint
• Self-disciplined with commitment to quality, attention to detail and accuracy
• Ability to multi-task and change priorities in a fast-paced environment
• Excellent problem-solving skills

Education and/or Experience:

• College degree preferred
• Financial services industry experience preferred
• FINRA licensing highly desired (existing or acquired after hire)

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 10 hour shift
• 8 hour shift
• Monday to Friday
• No weekends

Experience:

• Financial services: 2 years (Preferred)

License/Certification:

• FINRA License (Preferred)

Work Location: In person