Financial Administrative Specialist
4 weeks ago
We are seeking a highly organized and detail-oriented Administrative Support Professional to join our team at ZeroThreeSixty Wealth Partners. As a key member of our financial planning office, you will provide administrative support to our financial advisors and planners, ensuring the smooth operation of our daily activities.
Key Responsibilities- Provide administrative support to financial advisors and planners, including calendar management, travel arrangements, and expense reporting.
- Assist in the preparation and submission of compliance documentation and ensure adherence to industry regulations.
- Handle the processing of payments, invoices, and other financial transactions related to office operations.
- Prepare and process paperwork for client accounts, such as new account forms, transfer requests, and beneficiary changes.
- Assist clients with routine inquiries regarding their accounts, statements, or other financial matters.
- Monitor and follow up on pending transactions to ensure timely and accurate completion.
- College degree preferred but not required.
- High ethical standards and integrity, with a strong commitment to confidentiality in handling sensitive financial and client information.
- Strong work ethic, with a diligent and proactive approach to work.
- Highly organized with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Excellent written and verbal communication skills, with the ability to clearly convey information and instructions.
- Strong interpersonal skills, with the ability to build positive relationships with clients, team members, and other stakeholders.
- Proficient in office software applications (e.g., Microsoft Office Suite) and comfortable with financial planning software and CRM systems.
ZeroThreeSixty Wealth Partners offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for administrative support, we encourage you to apply for this exciting opportunity.
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