Vacancy caducado!
This position will be primarily responsible for providing administrative support to the Wealth Management team and providing exceptional customer service to current and potential clients.
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.
Ensure proper execution of Required Minimum Distributions for clients.
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:
High School graduate or equivalent
College degree preferred
Financial services industry experience preferred
FINRA licensing highly desired (existing or acquired after hire)
Job Type: Full-time
Salary: $40,000.00 - $45,000.00 per year
Benefits:
401(k)
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:
8 hour shift
Monday to Friday
No weekends
Experience:
Financial services: 1 year (Preferred)
License/Certification:
FINRA License (Preferred)
Work Location: One location
Vacancy caducado!