Wealth Management Specialist jobs in Portland, ME

Job Summary:

Embark on an exciting journey as a Portfolio Administrator with J.M. Arbour, where you'll serve as a cornerstone in our mission to empower clients toward financial success. Your adeptness in administrative tasks will be instrumental in ensuring the seamless operation of our financial services firm. You'll undertake diverse responsibilities pivotal to facilitating client satisfaction and organizational efficiency.

Key Responsibilities:

Portfolio Administration:

• Submit and diligently follow up on forms related to Schwab and insurance processes.
• Retrieve and compile client reports from platforms such as Advisor Controls and Morning Star.
• Facilitate check deposits into Schwab accounts.
• Effectively process account changes that fall within non-licensure requirements.
• Provide client assistance in navigating websites, including Schwab, Blueleaf, and Orion.
• Execute administrative tasks in onboarding clients, encompassing PD, CK, SOC, and Welcome procedures.
• Manage processes associated with terminated clients, handling PD, SOC, CK, and issuing termination letters.
• Offer versatile admin and clerical support, catering to organizational needs.
• Aid clients in managing contact information updates, mail preferences, and accessing statements and tax documents.

Qualifications:

• Possession of a high school diploma or equivalent.
• Preferably, prior experience in administrative support roles.
• Exemplary customer service skills, coupled with a cordial and professional demeanor.
• Proficiency in verbal and written communication, with strong interpersonal skills.
• Competence in utilizing MS Office Suite and other relevant software.
• Exceptional organizational prowess and adeptness in multitasking.
• Meticulous attention to detail and discretion in handling confidential information.

Benefits:

• Competitive salary ranging from $35,000.00 to $40,000.00 per annum.
• Generous allocation of paid time off.
• Enrollment in our 401(k) plan.
• Inclusive and collaborative team environment fostering professional growth.
• Direct reporting to JMA Portfolio Administrator.

Office hours are 8:30 AM - 5:00 PM, Monday through Friday.

If you're eager to embark on a fulfilling career journey and contribute towards empowering clients to achieve financial prosperity, we invite you to apply. Kindly submit your resume and cover letter to devon@jmarbour.com.

J.M. Arbour upholds principles of diversity and inclusion, welcoming applications from candidates of all backgrounds.

Note: Job responsibilities and qualifications are subject to evolution based on organizational requirements.

Job Type: Full-time

Expected hours: 40 per week

Experience: Customer service: 1 year (Required)

Work Location: In person

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• Paid time off

Schedule:

• Monday to Friday

Ability to Commute:

• Gardiner, ME 04345 (Required)

Ability to Relocate:

• Gardiner, ME 04345: Relocate before starting work (Required)

Work Location: In person