Administrative Service Specialist - Wealth Management

Financial Counselors, Inc • Overland Park, KS

6h • Onsite

About The Position

The Administrative Services Specialist - Wealth Management provides middle office support to client-facing portfolio managers and their assistants. Primarily responsible for ensuring Clarity, Consistency, and Communication within the organization.
We offer an outstanding benefits package including medical, dental, life, disability, 401(k), vacation, sick leave, and paid holidays.

Requirements

• Bachelor’s degree in finance, accounting, or related subject, or equivalent experience
• Working knowledge of investments
• Ability to meet client and PM/CSA needs and expectations
• Ability to operate a personal computer with proficiency
• Skill in using computer applications, including spreadsheet and word processing software
• Ability to communicate effectively in both oral and written form to all levels of the organization
• Skill in completing assignments accurately with attention to detail
• Ability to work successfully as a member of a team and independently
• Ability to organize and prioritize daily assignments and special projects

Nice To Haves

• Experience within investment management office environment
• 1-3 years of client interaction/support experience
• Compliance related experience
• Positive mindset toward client relations
• Strong verbal and written communication skills
• Ability to organize time and perform tasks
• Deadline oriented
• Advanced Proficiency in Excel/PowerPoint/Word

Responsibilities

• Lead new client/account opening and account closing processes
• Build and maintain client contact/account content aimed at client retention
• Maintain client contact/client portal data
• Lead preparation of client/account performance statements/books quarterly or upon request
• Provide input into client/account performance statement design
• Responsible for ensuring paper and electronic data files are maintained in a timely manner
• Maintain up-to-date familiarity of industry trends that affect the investment market
• Present complete, timely, and accurate client deliverables in an efficient manner
• Assist and/or participate with projects
• Supports the operations and investment staff with periodic requests, daily
• Regular attendance is a requirement of this job

Benefits

• medical
• dental
• life
• disability
• 401(k)
• vacation
• sick leave
• paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees