Executive Administrative Assistant
2 weeks ago
We are looking for an energetic associate who is organized, detail-oriented and willing to learn systems and industry specific terminology. Our Boutique Financial Services and Investment firm has earned a reputation for outstanding client service and a drive to create investment solutions within long-standing relationships.
This position interacts daily with clients by phone and email, assisting in a wide variety of client transactions and requests. There will also be extensive interaction with Custodians, Financial Advisors, and other associates. Prior experience in the Financial Services Industry is a plus but is not required.
Additionally, the successful candidate will be given the opportunity to pursue FINRA certifications including but not limited to licensing exams.
Job Requirements:
Well-organized and proficient at multi-tasking
Be able to routinely deal with time sensitive, confidential situations
Strong computer skills with proficiency in Microsoft Office Suite
Familiarity with CRM software
College graduate is preferred but we are willing to consider office and/or industry experience in lieu of a degree.
Below is a basic description of this position:
Preparing and reviewing new account forms and servicing existing relationships
Respond to clients about various matters including money movements, title and address changes as well as general servicing needs
New account setup and follow-up, digital processing and database management
Work directly with multiple custodians to resolve account issues and follow-up on
account funding requests
Correspond regularly with other admin personnel, external sales team and investment management team
Creating and distributing reports to sales team, assist Advisors with marketing plans and processes
Work Remotely
- No
This Job Is Ideal for Someone Who Is:
- Dependable -- more reliable than spontaneous
- People-oriented -- enjoys interacting with people and working on group projects, genuinely enjoys assisting clients
- Adaptable/flexible -- enjoys doing work that requires frequent shifts in direction
- Detail-oriented -- would rather focus on the details of work than the bigger picture
- Achievement-oriented -- enjoys taking on challenges, even if they might fail
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Health savings account
- Paid time off
- Professional development assistance
Schedule:
- 8 hour shift
Experience:
- Customer Service: 2 years (Preferred)
- Work Location: In person
- Salary dependent on experience
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