Administrative Assistant

4 weeks ago

Ann Arbor, United States Advanced Wealth Strategies Full time

Job Purpose:

The Wealth Management Client Associate assists in providing the needed administrative support in day-to-day operations to the CEO, and advisors and assists in creating a positive professional first impression to Advanced Wealth Strategies’ clients.


Job Duties and Responsibility:

·        Welcomes and directs visitors and clients.

·        Responds to and resolves administrative inquiries and questions.

  • Processes all documents for clients including opening new accounts, closing accounts, and transferring.
  • Monitors new account openings and associated data entry.

·        Maintains client files and paperwork.

·        Schedules meetings and records meeting minutes.

·        Assists with service meetings by reviewing compliance needs and pre-scheduling appointments.

·        Answers and transfers phone calls, screening when necessary.

·        Prepares and executes marketing efforts.

·        Plans events, volunteer efforts, social media management.

·        Provides administrative support for all staff.

  • Maintains a system for recording credit card records.

·        Coordinates travel and appointments for staff as requested.

·        Maintains office supplies and coordinates maintenance of office equipment.

·        Assists with client meeting preparation and follow-up.

·        Processes client requests.

·        Performs other related duties and responsibilities as assigned.

·        Submit monthly compliance reports to broker-dealer and RIA.

·        Maintains firm compliance regulations.

·        Maintains office space to the firm’s standards and coordinates with the manager of supplies needed.

 

Competencies:

·        Communication skills

·        Interpersonal and Customer Service skills

·        Time-Management skills

·        Organizational skills

·        Administrative skills

·        Proficient in Microsoft Office and Adobe

·        Plus for experience with Redtail and eMoney

Required Education and Experience:

·        Minimum education of High School Diploma.

·        Minimum of two years of experience in an administrative or customer service role.

·        **Bonus for BBA, marketing experience, financial service experience.

 

Physical Requirement:

·        Prolonged periods sitting at a desk and working on a computer.

·        Lifting packages.

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