Reyes Financial Architecture is an growing SEC Registered Investment Advisory Firm located in UTC who is seeking another motivated, detail-oriented professional to fill the role of a Client Service & Operations Assistant to provide support to our Head of Trading & Operations, our Financial Advisors and most importantly to our clients.
POSITION: Client Service & Operations Associate
RESPONSIBILITIES:
- Assist operations with all necessary tasks – client requests, client onboarding, following up on 401K Rollovers, ACAT transfers, annuity transfers and fundings etc.
- Become familiar with the Charles Schwab Advisor Platform – money movement, simple trading as well as Schwab paperwork.
- Become familiar with the firelight annuity application system.
- Assist advisors and staff with any delegated tasks and projects.
- Manage workflow, onboarding update email communications, pipeline for new client onboarding.
- Assist with the preparation of client retirement binders - Preparation, Distribution and Delivery
- Be able to manage and maintain extremely organized files.
- Compile, Enter, keep up to date and monitor Salesforce CRM Software Workflow relating to client requests, questions, calls, and emails.
QUALIFICATIONS:
- Financial Services Industry Experience REQUIRED
- Strong facility with numbers REQUIRED.
- Experience with Fixed Indexed Annuities PREFERRED
· Bachelor's degree in finance, economics, business administration, accounting, or related field PREFERRED.
- Experience with Salesforce CRM Software, Charles Schwab Advisor Trading Platform & Black Diamond Performance Reporting Software is PREFERRED
- Excellent Oral and Written Communication Skills
- Excellent Organizational skills and attention to detail
- Thorough knowledge of a variety of computer software applications; word, excel, power point presentations.
- Winning personality and unswervingly positive attitude
- Confident and professional telephone skills.
- Dependable and responsible work habits and attendance.
- Professional business appearance.
- Quick learner and ability to multi-task in an efficient manner.
Compensation: $65,000 - $75,000 Salary DOE + Benefits
Workdays/Hours: Monday – Thursday 8am – 4:30pm; Friday 8am – 2pm
This position is non-exempt and is paid according to the laws of the State of California. Reyes Financial Architecture offers a competitive salary, as well as a benefits package and 401k Plan with matching. The chosen candidate will be required to successfully complete a full background/credit check at the offer stage. Reyes Financial Architecture is an Equal Opportunity employer. No relocation assistance is offered for this position; candidates not residing in San Diego County, California will be responsible for relocation at their own expense. Eligible candidates will be able to provide proof of eligibility to work in the United States without support.
If you have these skills and are looking for a challenging position in a fast growing, boutique firm with a bright future, then please submit your formal resume to the email address provided in this listing. PLEASE INCLUDE A PERSONALIZED COVER LETTER.
