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Financial Services Administrator
1 month ago
Job Duties:
Provide administrative support as needed: answer calls, manage contacts, manage schedules and produces report
Maintain and retain office files consistent with firm/professional policies and requirements
Send paperwork to clients using the electronic signature system
Quality check and submit custodial items for processing
Engage and support weekly Client Prep meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings
Support client onboarding requirements with financial planning and investment management applications
Prepare and produce back-office support demands for basic client account requests
Gather and prepare necessary information for advisory meetings with clients.
Experience and Education:
Bachelor’s degree preferred
1-4 years of experience in banking/financial services including retirement plans and custodial funds
Familiarity with MS Office, basics of CRM system, and basic technology.
Excellent communication skills (verbal, written and listening)
Ability to handle stress in client relations and a busy office environment
Excellent time management and strong organizational skills
Ability to prioritize multiple tasks and anticipate potential problems
Proficiency in Salesforce (CRM) preferred
$40 - $45k with excellent benefits
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