A Financial Advisory firm is hiring an Administrative Assistant to join the team! Are you a versatile, problem-solving pro with a knack for details, and white-glove service, who likes to tackle projects with a positive approach? This is a great opportunity to work with an outstanding team and assist with office operations and administrative support. You will have the chance to learn from the best while enhancing your skills and expertise. Apply to learn more and take your career to the next level!
Responsibilities
- Coordinate team organization: Update and manage the CRM system for the team, tracking work tasks and client contact information.
- Maintains team calendar of client meeting deadlines.
- Support written material preparation for clients: produce, assemble, scan, and distribute (i.e., FedEx) completed client meeting materials.
- Prepares and coordinates client paperwork, including set-up of new client brokerage and retirement accounts.
- Organize client records: Maintain team’s online and offline client statement folders, including downloading statements from websites.
- Assist with tax returns and tax forms, including communicating with accountants.
- Conduct investment administrative research for the team as needed (e.g., investment entry and redemption deadlines).
- Coordinate client compliance documentation, questionnaires, and Financial Counseling Agreement.
- Assist with Client Specifications and Objectives.
- Handle annual regulatory mailings.
- Trouble-shoot system alerts and other changes with team and external resources as needed.
- Prepare and coordinate client invoicing and accounts receivable.
- General administrative support: travel, meetings, expense reports, prep for weekly team meetings.
Ideal Experience
- Bachelor’s degree is required; investment experience is a plus.
- 5 years of experience providing administrative support in a professional setting is preferred.
- Strong analytical skills, interest, and aptitude. A solid analytical background combined with excellent computer and software skills are important.
- Attention to detail and quality work product are required. An ability to execute best practices and generate new approaches to problem-solving to produce exceptional and timely work.
- Advanced MS Office, and knowledge of Junxure, Morningstar, and Schwab Institutional and Portfolio Center is a plus.
- A basic understanding of investments and accounting is helpful but not necessary.
- Strong written and verbal communication skills are important.
- The ability to work efficiently and effectively under pressure and within deadlines is expected. A high degree of confidentiality is required.
- Team skills and successful relations with clients and colleagues are required.
#117719
