Administrative Assistant
4 days ago
We are seeking a highly organized and analytical Administrative Analyst to join our wealth management team. As a key member of our team, you will be responsible for providing critical support behind the scenes, ensuring the smooth running of the firm, and playing a key role in financial data management and process improvement.
Key Responsibilities:- Data Management & Analysis: Gather, organize, and analyze client financial information (statements, tax returns, insurance policies) to prepare reports and ensure data accuracy for client meetings and portfolio management.
- Financial Onboarding Support: Coordinate the onboarding process for new clients, including preparing and processing account paperwork, managing signatures, and liaising with custodians like Schwab for asset transfers and portfolio implementation.
- Document Organization: Maintain meticulous records of client financial data and ensure everything is compliant and up to date in the CRM system.
- Operational Support: Act as the go-to person for executing internal processes, identifying opportunities to streamline workflows, and ensuring firm policies are followed.
- Client Reporting: Prepare regular financial reports, summaries, and data-driven insights to support wealth managers in delivering precise and timely advice to clients.
- Meeting Preparation: Organize and prepare materials ahead of client meetings, ensuring all data, reports, and documents are complete and ready for presentation.
- Research & Troubleshooting: Assist in researching complex client requests, such as detailed investment questions or tax planning issues, and provide accurate, timely responses.
- Technology Proficiency: Utilize various software tools, including Excel, financial planning software, and CRM systems to maintain accurate records and improve data efficiency.
- 2+ years of experience in an analytical or administrative role, preferably within financial services or wealth management.
- A bachelor's degree is required.
- A strong affinity for working with data and a high level of proficiency in Microsoft Excel and other data management tools.
- Ability to thrive in a detail-oriented, structured environment with minimal need for external communication or frequent client-facing responsibilities.
- Organized and methodical, with a talent for spotting inconsistencies or errors in data and processes.
- Introverted personality type preferred, with comfort working independently and in a role focused on detailed analysis and internal support.
- Process improvement mindset, eager to find more efficient ways to complete tasks and manage data.
- Competitive salary based on experience.
- Bonus opportunities tied to both individual and team performance.
- 100% employer-paid health insurance.
- Generous paid time off, with increases for each year of service.
- Flexible hybrid work schedule after orientation, including the ability to work remotely part-time.
- 401(k) with employer match and contributions to a Health Savings Account (HSA).
- Internet and mobile phone allowance.
- Opportunities for ongoing professional development, training, and certifications.
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