Financial Services Administrator

2 weeks ago


Pittsburgh, Pennsylvania, United States Compass Business Solutions, Inc. Full time
Position Overview

At Compass Business Solutions, Inc., we prioritize a respectful workplace, offering competitive remuneration and benefits, alongside a professional yet relaxed atmosphere. We recognize the evolving nature of work and are committed to providing flexible remote and hybrid work arrangements, including a robust work-from-home policy.


Role Summary:
We are seeking a Financial Services Administrator to support our Wealth Management division. This position will deliver independent assistance to ensure the department operates smoothly with consistent processes and workflows.


Key Responsibilities:

  1. Collect, digitize, and organize both paper and electronic documents related to wealth management.
  2. Prepare and package materials for distribution, including detailed instruction sheets.
  3. Engage with clients via telephone to resolve wealth management inquiries.
  4. Provide operational support for our client portal; address both straightforward and complex client concerns.
  5. Coordinate quarterly meetings for wealth management clients and the team; compile relevant reports and documentation for these sessions.
  6. Print and bind necessary documents for client interactions.
  7. Attend client meetings to take comprehensive notes for client records.
  8. Oversee the compliance approval process, ensuring all required documentation is in place.
  9. Facilitate electronic signatures for new client intakes.
  10. Establish new wealth management clients within the group's systems and processes.

Qualifications and Skills:

  1. High school diploma or equivalent is required; further education is preferred.
  2. Previous experience in customer service is essential; experience in accounting, banking, finance, or wealth management administration is highly desirable.
  3. Ability to obtain necessary FBI clearances is required.
  4. General Securities and Insurance Licenses are preferred to represent the advisory team. If not currently held, a willingness to pursue these licenses is acceptable.

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