Top Financial Analysis Executive jobs in Kenosha, WI

Job Description

OWG Financial Advisors is seeking an Executive Assistant to join our team.

The Executive Assistant is responsible for the coordination and overall management of client account documentation and maintenance. The position collaborates with the advisor team to prepare client reports and maintains contact with clients to provide or obtain updated information. The Client Service Administrator schedules client meetings with preferred staff and troubleshoots problems while maintaining a positive and client-centric approach.

Provide first line of client contact and serve as a liaison between advisors and clients

Assist clients with inquiries/requests or re-direct, as appropriate

Prepare brokerage account paperwork for opening new accounts and/or annuities, terminated accounts and/or account transfers:

• Assemble materials for participant enrollment and education
• Facilitate completion of all client applications and transfer documents
• Conduct client paperwork signing meetings with clients

Oversee the asset transfer process: establish rapport with custodial contacts to ensure timely and accurate completion of requests

Establish, service, monitor, and maintain client investment accounts

Handle client-initiated changes and transactions:

• Review, update, and maintain beneficiary forms
• Receive and process on-demand distributions from accounts
• Electronic Funds Transfer (EFT) establishment or termination
• Adding check writing ability to accounts
• Journaling of assets between accounts
• Address and other demographic information changes
• Gifting of assets to donor advised fund, charities, or other broker/dealers

Enter/file trades, as needed; ensure information is uploaded in accordance with cutoff times

Order and prepare pickups for check or paperwork submission

Process incoming checks and screen incoming account paperwork for accuracy

Coordinate investment policy statements

Maintain client database for monitoring deposit, transfer, and new accounts

Enter notes in CRM database daily, based on advisor-client interactions. Input advisor, and appropriate non-advisor, dictation. Work to ensure data integrity in all databases

Coordinate with custodians to resolve outstanding service issues including undeliverable mail, mismatched Social Security numbers, missing paperwork, insufficient account authorizations, and misrouted issuer communications

Utilize all available resources to determine the most efficient and accurate methods to accomplish client service requests

Assemble materials for client review meetings

Prepare and proof-read reports; check documentation and electronic data for errors

Initiate client correspondence

Assemble and package materials for client mailings

Job Type: Full-time

Salary: $48,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Elkhorn, WI 53121: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Excel: 1 year (Preferred)
• Microsoft Powerpoint: 1 year (Preferred)

Job-related location requirement:

• Candidates must be within a 25-mile radius.

Job Type: Full-time

Pay: $48,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person