Professional Client Service Administrator
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About The Position
At Osaic, we're committed to securing every person's immediate and long-term financial goals. We're searching for a qualified financial advisor to join us and Payant Wealth Management Group in providing a balanced combination of professional investment management and personalized financial planning. As a Professional Client Service Administrator, you will perform a dual role supporting leadership administrative activities as well as support a wealth advisory office. You will be part of a fee-based financial planning practice and will provide client support and administrative assistance to a team of financial professionals. You will provide support including, but not limited to preparation of documents for client meetings, client presentations, client file maintenance, letters to clients, calendar management, new business processing, and general support for the team.
