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Administrative Assistant
$37,440 - $37,440/Yr
Illuminate Financial Group - Omaha, NE
posted 2 months ago
Full-time - Entry Level
Omaha, NE
Wholesale Trade Agents and Brokers
About the position
As an Administrative Assistant at Illuminate Financial Group, you will play a crucial role in supporting advisors and ensuring successful client interactions. Your responsibilities will encompass a variety of administrative tasks, including preparing account paperwork in compliance with FINRA regulations, managing service requests, scheduling client appointments, and maintaining accurate client information.
Responsibilities
- Prepare new account paperwork per FINRA regulations.
- Process service paperwork and requests.
- Schedule and remind clients of appointments.
- Update representatives and clients on account activity.
- Maintain client information and files according to office procedures and compliance regulations.
- Direct incoming calls with the administrative team.
- Support various administrative tasks as needed.
Requirements
- Outstanding attention to detail.
- Efficiency and accuracy in task execution.
- Ability to multi-task effectively.
Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
