Private Client Administrator / Office Manager

Greenwood Capital Associates•Greenville, SC

19h•Onsite

About The Position

Greenwood Capital is seeking a talented and knowledgeable professional to serve as a Private Client Administrator/Officer Manager for its Greenville Office location. The proper candidate will provide the right balance of Adviser, client, sales and technical support and overall office management. This position is a critical component of the overall desired client experience for Greenwood Capital and GCA Wealth.

Requirements

Associate or bachelor's Degree from an accredited College/University OR comparable work experience
2-5 years verifiable work experience role, with at least 2 of those in a client support role.
Demonstrates professionalism in the workplace appropriate to the position and company to include dress, verbal/oral communication and etiquette.
Knowledge and consistent application of business communication standards.
Proven ability to easily learn industry concepts and terminology, computer software; above average Excel and Word skills desired.
Prior work experience with a broker or other financial services team preferred.
Prior work experience in a dynamic team environment with direct experience supporting a sales/marketing team preferred.

Responsibilities

Administrative support such as managing appointments, schedules and correspondence, including scheduling client reviews, prospect appointments (as requested), and follow-up commitments, preparing presentations, reports, proposals and other materials, ensuring completeness and accuracy.
Following-up with clients as necessary to meet commitments, obtaining additional information, gathering documents, and inputting client information in Private Client Group systems.
Providing Adviser sales and marketing support, generating proposals, presentations, and coordinating event attendance as needed.
Assisting Adviser in managing continuing professional education, licensing requirements and leveraging professional memberships.
Answering and efficiently handling the Firm telephone numbers in a courteous and professional manner, including transferring calls, taking messages and responding to voice mail.
Delivering all incoming mail and proper handling of all couriers outgoing mail; as well as oversight for the corporate PO Box and mailing account.
Monitoring and re-stocking all Firm supplies in a timely and cost-effective manner.
Hosting all location guests in a courteous and professional manner, including preparing meeting rooms as needed.
Maintaining all Firm paper and electronic files, ensuring accurate filing and timely retrieval of all client and advisor documents, reports, correspondence, etc.
Support routine activities for various areas as assigned, including preparing report packages, retrieving client custodial statements for electronic storage, assisting with quarterly mailings, etc.
Serving as a liaison between clients and Advisers utilizing available resources efficiently and accurately to assist clients and responding timely; engaging Adviser as appropriate.
Monitoring and maintaining client accounts operationally, noting any areas of concern to the Adviser.
Initiating, preparing and maintaining client traditional and electronic correspondence including, but not limited to, mailings, annual documentation review (e.g. agreements, investment policy statement), reporting packages, newsletters/marketing, and presentations.
Documenting interactions in the Client Relationship Management (CRM) database based on client-Firm interactions, ensuring integrity of the database.
Review and monitor workflows and procedures within current CRM system (Redtail).
Work closely with advisory and operations teams to ensure all workflows are accurate, effective and efficient.
Assist as needed in preparing account paperwork for opening new accounts, products and services within the Private Client Group.
Conducting client documentation meetings to review all new account materials, review compliance, obtain/finalize required paperwork, and/or prepare applications as requested.
Facilitate completion of all client application and transfer documents and, where applicable, oversee the asset transfer process; establishing rapport with strategic third-party providers to ensure timely and accurate completion; work with core provider to establish client investment accounts operationally.
Assist with developing invitations, scheduling delivery and managing any RSVPs.
Being present at and serve in as event host and network with attendees.
Conducting event post-event reviews to ensure continuous improvement and adherence to GCA standards.
Work in concert with the GCA Operations team to ensure accurate establishment and maintenance of client accounts; and support Firm initiatives.
Be knowledgeable of industry regulations and Firm compliance, assisting the Adviser in maintaining and providing compliant interactions in delivery of Wealth Management services.
Other projects as assigned.