Executive Assistant
2 months ago
OWG Financial Advisors is seeking an Executive Assistant to join our team.
The **Executive Assistant **is responsible for the coordination and overall management of client account documentation and maintenance. The position collaborates with the advisor team to prepare client reports and maintains contact with clients to provide or obtain updated information. The Client Service Administrator schedules client meetings with preferred staff and troubleshoots problems while maintaining a positive and client-centric approach.
Provide first line of client contact and serve as a liaison between advisors and clients
Assist clients with inquiries/requests or re-direct, as appropriate
Prepare brokerage account paperwork for opening new accounts and/or annuities, terminated accounts and/or account transfers:
- Assemble materials for participant enrollment and education
- Conduct client paperwork signing meetings with clients
Oversee the asset transfer process: establish rapport with custodial contacts to ensure timely and accurate completion of requests
Establish, service, monitor, and maintain client investment accounts
Handle client-initiated changes and transactions:
- Review, update, and maintain beneficiary forms
- Receive and process on-demand distributions from accounts
- Electronic Funds Transfer (EFT) establishment or termination
- Adding check writing ability to accounts
- Journaling of assets between accounts
- Address and other demographic information changes
- Gifting of assets to donor advised fund, charities, or other broker/dealers
Enter/file trades, as needed; ensure information is uploaded in accordance with cutoff times
Order and prepare pickups for check or paperwork submission
Process incoming checks and screen incoming account paperwork for accuracy
Coordinate investment policy statements
Maintain client database for monitoring deposit, transfer, and new accounts
Enter notes in CRM database daily, based on advisor-client interactions. Input advisor, and appropriate non-advisor, dictation. Work to ensure data integrity in all databases
Coordinate with custodians to resolve outstanding service issues including undeliverable mail, mismatched Social Security numbers, missing paperwork, insufficient account authorizations, and misrouted issuer communications
Utilize all available resources to determine the most efficient and accurate methods to accomplish client service requests
Assemble materials for client review meetings
Prepare and proof-read reports; check documentation and electronic data for errors
Initiate client correspondence
Assemble and package materials for client mailings
**Salary**: $48,000.00 - $65,000.00 per year
**Benefits**:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Elkhorn, WI 53121: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- Microsoft Excel: 1 year (preferred)
- Microsoft Powerpoint: 1 year (preferred)
Job-related location requirement:
Pay: $48,000.00 - $65,000.00 per year
**Benefits**:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
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