Professional Services Administrator

1 month ago

towson, United States Chesapeake Search Partners Full time

Our esteemed client, a leader in the financial services industry, is seeking a Professional Services Administrator (PSA) to join their growing team. This key role provides essential support to the firm's financial advisors, helping them focus on cultivating and strengthening client relationships.


Job Summary:

The Professional Services Administrator will deliver accurate and timely administrative support to a select group of financial advisors. Each advisor is a valued relationship under the firms care, and the primary objective is to enable them to spend more time fostering client relationships and less time managing the daily operations of their financial planning or investment management enterprise. This role focuses on handling various administrative tasks, including client data gathering, paperwork, and preparing for review meetings. Each task follows a detailed workflow with clear steps to ensure timely and precise completion.


Key Responsibilities:

  • General: Handles service tickets by following detailed workflows, utilizing industry software, coordinating with advisors and staff on missing information, assisting with client technology requests, and communicating with both advisors and clients to gather and complete necessary tasks.
  • Financial Planning Support: Collecting client financial data, preparing and organizing statements, applying financial planning assumptions, and creating basic financial plans based on client information.
  • Client Meeting Support: Sending review invitations, preparing agenda documents and presentation materials, and updating financial planning and risk assessment tools with current data.
  • Paperwork Preparation & Processing Support: Manages client paperwork for new accounts and service requests, sends documents for signatures, submits items for compliance approval, and tracks the execution of requests.


Skills and Qualifications:

  • Communication: Outstanding communication and interpersonal skills, with the ability to interact effectively with clients, advisors and team members.
  • Education: Bachelor’s degree preferred.
  • Experience: Prior experience in an administrative role, preferably within the financial services industry.
  • Service Expertise: Deep understanding of customer service principles and practices.
  • Technical Proficiency: Quick learner with the ability to adapt to new software and technologies.
  • Detail-Oriented: Strong attention to detail and commitment to task completion.
  • Multitasking: Ability to manage multiple tasks simultaneously in a fast-paced environment.

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