Administrative Assistant in Finance

4 weeks ago


Lincolnshire, United States BIRK Full time
Job DescriptionJob Description

This established corporation needs someone professional, extremely detailed oriented, who understands the world of investments and financial wealth building.  Would prefer a degree in Finance or comparable experience in the field.  

As a Client Service Associate at a Financial Advisor Office, you will play a crucial role in supporting the financial advisor and ensuring exceptional service to clients. You will be responsible for various administrative and client-related tasks, with a focus on delivering a positive experience and building strong client relationships. This position requires excellent organizational skills, attention to detail, and the ability to thrive in a fast-paced, client-focused environment.

Assist clients with inquiries, provide account information, and address their needs promptly and professionally. Serve as the first point of contact for client communication via phone, email, or in-person interactions.

Open and maintain client accounts, process documentation, and ensure accurate record-keeping. Coordinate with relevant departments to facilitate account transfers, deposits, withdrawals, and other administrative tasks.Collaborate with the financial advisor to onboard new clients, gather necessary documentation, and assist with the account setup process. Ensure compliance with regulatory requirements and internal policies.

Prepare and maintain client files, update client records, and ensure accuracy and completeness of documentation. Generate reports and assist with data analysis as needed.Assist in the preparation of investment proposals, performance reports, and other investment-related documents. Coordinate with the financial advisor to ensure timely delivery of investment-related information to clients.Adhere to industry regulations, company policies, and compliance procedures. Stay updated on industry developments and maintain knowledge of financial products and services. Collaborate with colleagues and provide support to other team members when necessary. Contribute to a positive and collaborative work environment.pliance procedures. Stay updated on industry developments and maintain knowledge of financial products and services.

Great Benefits and perks.  If you are interested in this exciting opportunity please submit your resume.

 

Company DescriptionBIRK Staffing is always looking for talented and dynamic individuals to join our team. If you are reliable, dedicated, and take pride in your work, we invite you to submit your resume. Our team of recruiters reviews every single resume that is submitted. While we cannot guarantee employment, be assured that if we invite you to interview with us, it is because we believe you are a viable candidate for at least one of our current openings. Our business model is primarily temp-to-hire and direct hire, and our goal is to assist you in securing employment. We work with a vast number of reputable firms that offer competitive wages, comprehensive benefits, and career advancement. In addition to providing you with opportunities for employment, we will provide you with the tools you need to conduct a successful interview as well as tips for creating an effective resume.Company DescriptionBIRK Staffing is always looking for talented and dynamic individuals to join our team. If you are reliable, dedicated, and take pride in your work, we invite you to submit your resume. Our team of recruiters reviews every single resume that is submitted. While we cannot guarantee employment, be assured that if we invite you to interview with us, it is because we believe you are a viable candidate for at least one of our current openings. Our business model is primarily temp-to-hire and direct hire, and our goal is to assist you in securing employment. We work with a vast number of reputable firms that offer competitive wages, comprehensive benefits, and career advancement. In addition to providing you with opportunities for employment, we will provide you with the tools you need to conduct a successful interview as well as tips for creating an effective resume.
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