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Financial Services Administration Assistant
1 month ago
We are a dynamic and rapidly growing financial services firm expanding our office in Colorado Springs. Committed to delivering exceptional service and innovative solutions to our clients, we are expanding our team to include a dedicated Financial Services Administration Assistant.
Job Description: As a Financial Services Administration Assistant, you will play a crucial role in supporting our operational efficiency and client service functions. This position offers a unique opportunity to contribute to our firm's growth and success, utilizing your expertise in financial services operations and client management.
Responsibilities:
- Manage day-to-day operational processes to ensure efficiency and accuracy.
- Support client onboarding and assist with ongoing service needs, including scheduling clients in our Colorado Springs office.
- Serve as a liaison to communicate back-office tasks between Colorado Springs and Denver offices.
- Assist in preparing client reports and presentations for management.
- Collaborate with internal teams to streamline processes and enhance service delivery.
- Stay updated on industry trends and regulatory requirements.
Qualifications:
- Experience in financial services operations within a financial advisory or wealth management firm preferred but not required
- Experience as a receptionist or similar role, with the ability to schedule clients and manage appointments.
- Ability to handle sensitive information with discretion and professionalism.
- Excellent analytical skills with a keen attention to detail.
- Proficiency in MS Office suite, particularly Excel and PowerPoint.
- Must pass a background check, demonstrating a history of handling sensitive information responsibly.
- Familiarity with navigating regulatory requirements and compliance procedures
Additional Information:
- Competitive salary, with performance-based bonuses.
- Flexible work arrangement allowing remote work one or two days per week.
- Opportunity for professional growth within a collaborative team environment.
- Located in our new Colorado Springs office with convenient access to amenities and a vibrant community.
Application Process: If you are passionate about financial services operations and client management, and you possess the skills and experience outlined above, we encourage you to apply. Please submit your resume and a cover letter outlining your qualifications and interest in this role. We look forward to reviewing your application and discussing how you can be a valuable addition to our team.
