Office Administrator

4 days ago


Middleburg Heights, Ohio, United States Wealth Management Financial Services Full time
Job Description

We are currently seeking a skilled Financial Services Administrative Assistant to join our team.

Main Responsibilities
  • Collaborate with advisors to prepare client meetings, generate reports, and develop financial plans.
  • Maintain accurate records of compliance, Continuing Education, and Licensing.
  • Create, balance, and manage client accounts, ensuring smooth transactions.
  • Prepare new account documents and handle general office duties.
Required Skills
  • Licenses: Series 6, 65, 63, or 7 in the Securities Industry; Life and Health Insurance Industry licenses.
  • Pursuing or holding relevant certifications: CFP, CLU/ChFC, Paralegal, etc.

Compensation: $55,000 - $70,000 per year, depending on experience and performance.



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