Administrative Support Specialist

4 weeks ago


Towson, Maryland, United States Chesapeake Search Partners Full time

CSP is seeking an Administrative Support Specialist to partner with a financial investment company. This role requires at least 1-2 years of experience in the financial industry and the ability to work on-site in Towson, MD five days a week.

Key Responsibilities:

  • Receiving and completing service tickets by following detailed workflow steps
  • Learning and effectively utilizing industry software tools
  • Communicating with advisors and staff on missing information required to complete tasks
  • Facilitating client technology requests
  • Providing updates to advisors upon task completion

Financial Planning Support:

  • Sending clients fact finders and collecting financial profile data
  • Collecting and composing client statements
  • Applying financial planning assumptions
  • Creating basic financial plans with client-provided data

Requirements:

  • Highly self-motivated and disciplined individual
  • Excellent communication skills
  • Proficiency in computer systems and ability to learn new software
  • Bachelor's Degree preferred


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