Executive Administrative Assistant

2 days ago

Missoula, United States SG Long Financial Full time

We are looking for an energetic associate who is organized, detail-oriented and willing to learn systems and industry specific terminology. Our Boutique Financial Services and Investment firm has earned a reputation for outstanding client service and a drive to create investment solutions within long-standing relationships.


This position interacts daily with clients by phone and email, assisting in a wide variety of client transactions and requests. There will also be extensive interaction with Custodians, Financial Advisors, and other associates. Prior experience in the Financial Services Industry is a plus but is not required.


Additionally, the successful candidate will be given the opportunity to pursue FINRA certifications including but not limited to licensing exams.


Job Requirements:

 Well-organized and proficient at multi-tasking

 Be able to routinely deal with time sensitive, confidential situations

 Strong computer skills with proficiency in Microsoft Office Suite

 Familiarity with CRM software

 College graduate is preferred but we are willing to consider office and/or industry experience in lieu of a degree.

Below is a basic description of this position:

 Preparing and reviewing new account forms and servicing existing relationships

 Respond to clients about various matters including money movements, title and address changes as well as general servicing needs

 New account setup and follow-up, digital processing and database management

 Work directly with multiple custodians to resolve account issues and follow-up on

account funding requests

 Correspond regularly with other admin personnel, external sales team and investment management team

 Creating and distributing reports to sales team, assist Advisors with marketing plans and processes


Work Remotely

  • No


This Job Is Ideal for Someone Who Is:

  • Dependable -- more reliable than spontaneous
  • People-oriented -- enjoys interacting with people and working on group projects, genuinely enjoys assisting clients
  • Adaptable/flexible -- enjoys doing work that requires frequent shifts in direction
  • Detail-oriented -- would rather focus on the details of work than the bigger picture
  • Achievement-oriented -- enjoys taking on challenges, even if they might fail


Job Type: Full-time


Benefits:

  • 401(k)
  • 401(k) matching
  • Health insurance
  • Health savings account
  • Paid time off
  • Professional development assistance

Schedule:

  • 8 hour shift

Experience:

  • Customer Service: 2 years (Preferred)
  • Work Location: In person
  • Salary dependent on experience

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