Administrative Support Associate

TEKsystems•Fresno, CA

7d•$20 - $22•Onsite

About The Position

This position's primary responsibility is to complete new client account information for the President. The role also supports the completion of client account paperwork and existing account information as required to meet client needs. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Requirements

Strong attention to detail and instructions.
Ability to present and communicate ideas and concepts in public and private, verbally and in writing.
Demonstrated accuracy and thoroughness to ensure the highest quality of work.
Ability to demonstrate a positive customer service attitude and good personal skills.
Experience using Microsoft Office and ability to learn different applications.
Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality.
Excellent problem solving, strong organizational and communication skills.

Nice To Haves

Someone that has come from a bank teller or financial services setting
Someone interested in a long term career path in wealth management
SIE/Securities Industry Exam Certification

Responsibilities

Execute client paperwork, preparing and completing new accounts, rollovers and other client administrative services for the President and others as assigned.
Assist in preparing reports and other documents to support the President’s daily schedule, attending client meetings with as needed/requested.
Deposit checks into clients’ accounts and complete check blotter and maintain all records per compliance requirements.
Complete changes to client account information in the client central and wealth management system as assigned.
Provide support for Receptionist position, managing phones during lunch period and other periods as assigned.
Primary responsibility for securing and maintaining hard copy files, including retention of files.
Attend, coordinate and assist with events as assigned.
Maintain the highest level of confidentiality with all information obtained.
Perform any other duties deemed necessary for the smooth operation of the company.