Nabell Winslow Investments & Wealth Management is a local, boutique investment advisory firm founded in 2013 looking to hire a licensed or unlicensed administrative assistant to assist in client service and business operations.

Administrative Assistant Job Description

The role of the administrative assistant is to create a positive and welcoming first impression for those who are visiting or contacting Nabell Winslow Investments & Wealth Management, as well as to provide world class service to our clients. The role of the administrative assistant is one of support to our advisors and helping the operations of the firm run smoothly.

Job duties include:

Opening and closing the office each morning and evening

Reception

Welcome visitors by maintaining a clean, professional reception area and meeting rooms
Greeting visitors, offering refreshments, and accompanying visitors to the appropriate meeting room
Answer phone and route calls as needed
Scheduling
Schedule meetings upon request from clients or advisors
Schedule review meetings in accordance with client service models
Maintain client review schedules in CRM
Monitor the calendar for advisors and meeting rooms to avoid scheduling conflicts

General Office Maintenance

Maintain common areas and office supplies
Ensure clean and tidy meeting rooms for appointments

Operations and Business Processing

Prepare necessary document packages for new account openings or account service requests
Review completed packages for accuracy and completeness
Submit and monitor account opening processes through account funding
Assist clients with service requests, money movement, and check deposits
Submit and monitor account service requests to ensure completion
Maintain client files including CRM and email database

Special Projects upon Request

Experience preferred but not required. Securities licenses are preferred but not required (series 7 and series 63&65 or 66)

Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Nabell Winslow Investments & Wealth Management jobs

Financial Administrative Assistant