Investment Services Administrative Assistant
About The Position
The Investment Services Administrative Assistant provides a wide range of administrative support to the Wealth Management Operations Manager, Assistant Manager Investment Services, and Vice President. The role involves extensive phone and client contact, support for Financial Advisors, and handling confidential and sensitive client-account documentation. The assistant interacts with bank associates, Broker Dealer and insurance-company personnel, and department vendors; responds to client and Financial Advisor questions; and uploads documents into the Broker Dealer system. The position also prepares reports and performs other duties and assignments as needed.
Requirements
- High school diploma or equivalent.
- Advanced proficiency with Microsoft Word, Excel, PowerPoint, and Internet Explorer.
- Problem-solving skills; motivated self-starter; energetic, organized, and detail oriented.
- Excellent written and verbal communication skills.
- Excellent customer service skills.
- Innovative and able to multitask.
Nice To Haves
- Administrative experience is preferred but not required.
Responsibilities
- Provide administrative support to Financial Advisors on all accounts.
- Perform client maintenance for accounts.
- Answer phones, copy documents, prepare overnight or express mail forms, and perform other support duties.
- Assist with assigned client events.
- Contact clients and follow up on paperwork and required documents.
- Perform routine tasks independently.
- Assist with expense and internal reporting.
- Initiate the licensing process for SIE, S7, S65, and Life/Health Insurance Licenses.
- Handle client and Financial Advisor questions and paperwork.
- Upload documents into the Broker Dealer system.
- Prepare reports for the Operations Manager and Vice President.
- Perform other duties and assignments as needed.
Benefits
- Medical, dental, and vision insurance.
- Flexible Spending Accounts, including dependent care and health savings accounts.
- Employee Stock Ownership Plan (ESOP).
- 401(k) with employer match.
- Performance-based bonuses or incentives.
- Paid holidays, vacation, and sick time.
- Free personal checking and savings accounts.
- Home loan rate discounts.
- Tuition reimbursement and professional development resources.
- On-site gym and discounted health club memberships.
- Employee Assistance Program (EAP).
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
