Prior Experience: 3+ years in Office Staff Role and/or Financial Services Industry
Company Profile: Sound Investment Group, LLC is a Private Wealth Management firm. We are dedicated to delivering financial planning and investment advice to clients throughout the United States. Our wealth management team’s guiding principle is that clients come first, and this allows us to assist families, business owners, professionals, educators, and executives in achieving their financial goals.
Job Overview:
As an Administrative Assistant you will primarily focus on providing support to an office of Financial Advisors, with the aim of delivering excellent client service. The key responsibilities include completing various administrative tasks and handling office operations. The office provides a professional and collaborative work environment. We hope you will find a fulfilling and rewarding career with us!
Preferred Skill Set:
· Strong software skills including Microsoft Office Suite and Customer Relationship Management (CRM) systems
· Effective communication and computer skills such as typing, data collection and data entry
· Organized, detail oriented, adaptable, and good with numbers
· Proficiency in a client-facing role
· Interested in learning and growing professionally (desire to complete FINRA SIE and Series 99)
Responsibilities:
· Direct communication with Financial Advisors, LPL back-office team, and clients
· Daily use of LPL’s ClientWorks system to open and transfer accounts, move money, deposit checks, and resolve notifications
· Daily use of CRM software to organize schedules, plan meetings, keep records, and communicate with team members
· Maintaining an inventory of office supplies
· Interface with the LPL Help Desk Call Center to meet client’s needs in a timely manner
· Follow compliance and regulatory requirements and keep up to date with in-house continuing education
Qualifications:
· Bachelor’s degree
· Experience in an Administrative or office staff role for the financial services, banking, or accounting industries
Benefits:
· Paid time off, Paid Holidays, and Vacation days off
· Assistance with Health, Dental, and Vision Insurance
· Retirement Plan
- We invite you to apply for the Administrative Assistant position with your resume and cover letter attached. We will respond to inquiries regarding the next steps of the interview process.
