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Office Support Specialist

2 months ago

Columbus, Ohio, United States Complete Wealth 360 Full time
Job Overview

Position Title: Administrative Support Specialist

Core Objective:

This position is essential for ensuring the efficient operation of the organization by delivering administrative assistance to the financial advisor(s). The successful candidate will be proactive, technologically adept, and possess a background in the financial services sector. The ideal individual will have a passion for supporting others, achieving outstanding outcomes, and a commitment to generating value at every level.

Work Schedule:

· Full-time commitment of 40 hours per week, with flexible start and end times.

· Hybrid work arrangement tailored to the specifics of the weekly tasks.

Compensation and Benefits:

· Salary range of $55,000 to $65,000, commensurate with experience.

· Comprehensive Health, Dental, and Vision insurance.

· 401k plan with a 4% matching contribution.

· Initial 10 days of Paid Time Off (PTO), increasing to 12 days after one year of service.

· Eligibility for quarterly bonuses based on: Assets Under Management (AUM) growth, individual performance, and project achievements.

Key Responsibilities:

· Facilitate the organization of annual reviews for all clients, ensuring their information is current.

· Attend all advisor/client meetings to document discussions and action items.

· Remain informed about all compliance protocols.

· Distribute market updates to clients on a regular schedule.

· Collaborate with the advisor(s) to assist in managing their calendars.

· Organize and maintain documents, records, and databases pertinent to office operations.

· Process the opening of new investment accounts.

· Prepare and send Wealth Management Agreements to new clients.

· Undertake additional tasks as required.

About Our Firm: Complete Wealth 360 is comprised of highly qualified professionals dedicated to excellence and client service. As fiduciaries, we prioritize our clients' interests above all else. Our foundational values include integrity, transparency, and exceptional service. To learn more about our organization, please visit our website.