Administrative Support Specialist
1 week ago
Position Summary
Advanced Financial Concepts, Inc. is seeking a dedicated Administrative Support Specialist to enhance our Wealth Management services. This role is pivotal in ensuring seamless communication between clients and our Financial Advisors, thereby facilitating the achievement of financial objectives.
The Administrative Support Specialist will collaborate closely with the Financial Advisor to optimize operational efficiency by acting as the primary point of contact for client service inquiries, managing appointment schedules, and preparing for meetings.
Your responsibilities will encompass overseeing the new account initiation process while ensuring precision and accuracy at all times.
Key Responsibilities Include:
- Act as the intermediary between clients, financial advisors, and external departments.
- Manage the processing of new client applications and fulfill service requests for current clients.
- Submit cases into the workflow and ensure follow-through to funding.
- Assist with placing investment trades in client accounts as a backup during the absence of the trade team processor.
- Enter client data into the Client Management Database.
- Handle Death Claim documentation and assist beneficiaries throughout the process.
- Maintain expertise in operational procedures and systems.
- Compile client reports for meetings with Investment Advisors.
Required Qualifications:
- Knowledge of wealth management services, client onboarding processes, and trade execution.
- Exceptional verbal and written communication skills.
- Proficiency in Microsoft Office Suite.
- Self-driven, organized, detail-oriented, and capable of multitasking and prioritizing effectively.
- Demonstrated integrity, professional initiative, adaptability to change, and openness to new concepts.
- A proven ability to work collaboratively in a team environment and foster strong relationships with clients and colleagues.
Work Schedule and Hours:
- Weekly Hours: 24 (additional hours may be required).
- Flexible Work Schedule: Open availability.
Compensation and Benefits:
We provide competitive compensation, bonus potential, paid holidays, vacation time, and flexible working arrangements.
Training and Development:
Comprehensive training on our systems and procedures will be provided through virtual sessions, in-office support, and an intensive training week.
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