Financial Management Specialist
1 week ago
Find Great People | FGP is seeking an accomplished Financial Administrator to support financial advisors and manage complex tasks related to account management for high-net-worth clients.
About the Role
- This position requires a highly experienced professional with 5+ years of experience in client service and administrative roles within the financial services industry, specifically handling high-net-worth clients and account management.
- The ideal candidate will have extensive knowledge of essential financial terms and processes, including IRAs, individual accounts, investment products, and various transaction types.
- They must be able to work independently, monitoring and managing multiple tasks, ensuring timely follow-up, and handling outstanding information or paperwork without constant oversight.
Key Responsibilities
- Assist financial advisors with client communications, account openings, transactions, and ongoing client interactions.
- Maintain accurate records, ensure compliance with regulatory requirements, and adhere to company policies and procedures.
- Collaborate with internal teams to achieve seamless client experiences and resolve any issues promptly.
Compensation Package
- We offer a competitive salary range of $60,000 - $75,000 per annum, with potential bonuses based on performance and experience.
- An extremely robust retirement plan with employer match, profit share, and pension benefits.
- A healthcare stipend may be provided to support employees' health insurance needs.
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