Administrative Assistant/Client Services Associate

Excellent Career Growth Opportunity for a Strong Administrative Assistant!

This is the opportunity you’re seeking if you’re a strong administrative assistant with excellent interpersonal skills that wants More Growth than traditional AA roles offer in an award-winning culture.

It’s a highly energizing environment where you’ll absolutely look forward to Monday once again!

Qualifications - Administrative Assistant / Client Services Associate

• You're an accomplished Administrative Assistant with solid tenures that thrives in supporting leaders and serving clients.
• You would love the opportunity to grow in the wealth management field to better support your team’s Financial Advisors by assisting clients with everyday requests, needs, questions, and transactions.
• You’re known for being tech-savvy, personable, highly accurate and detailed, with excellent follow-through where nothing falls through the cracks.
• You work well in an environment where you have support and direction, but also have the freedom and autonomy to operate and get the job done.
• We’d like to invest in someone that wants to pursue opportunities for professional development in licensing / designations / certifications to best serve our clients and grow a highly rewarding career.
• Schedule is 8 am to 4 : 30 pm, Monday Friday.

Key Responsibilities - Administrative Assistant / Client Services Associate

• Processing & Management of Forms Compliance requires special training and careful attention to the management of sending, receiving, and filling out forms for clients to execute financial requests.
• Reception Our CSA serves as the face to the public for our team by receiving calls, visitors, and responding to all incoming communications.
• Calendaring / Email Management Manage your team’s Financial Advisors’ calendars and scheduling, as well as, managing email communications.
• Proactive Efforts Help manage and refine our process for client reviews, continually gain mastery of industry platforms and processes, take on additional projects, and pursue additional licensing and designations to further your career and better serve clients in an operational capacity.

Rewards - Administrative Assistant / Client Services Associate

• Salary & Full Benefits Salary with Full Benefits including Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
• Unparalleled Growth Opportunity Develop into a licensed Client Services Associate (CSA) with the possibility to continue advancing toward a Certified Financial Planner (CFP) to support Financial Advisors and clients at a strategic level.
• Award-Winning Culture Join and grow in an award-winning culture where you'll look forward to Monday.
• High Performance Team You’ll join one of our well-established, highly successful wealth teams that’s on track for strong growth in 2024.
• Community You will develop special relationships and bonds with wealth teams throughout our organization and our clients’ families, and you’ll never feel like a number with us!
17 hours ago