Account and Office Administrator
Account and Office Administrator
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 46000 - 51000
1 Vacancy
Job Description
What Keating and Associates can offer you!
- Professional Development
- 9 paid holidays including your birthday!
- 401(k) with company match
- EmployerPaid Disability Life Insurance and Employee Assistance Program
- Health Vision and Dental Plans
- Dependent Care and Flexible Spending Accounts
- Paid Time Off
- Fun Company Events such as Lunch & Learns Virtual Staff Hangouts Annual All Company Weekend Lunch Bunch and more!
Account and Office Administrator
Job Summary
The Account and Office Administrator will provide elite service to our financial advisors and their clients. You will operate within Raymond James Schwab Black Diamond and Microsoft systems and processes to provide excellent administration on client account opening and servicing. Additionally you will be positioned to build quality relationships with clients by providing friendly reception and impactful client communication. You will be responsible for maintaining a wellresourced office environment and have the opportunity to keep things organized for the team. If you like variety and the opportunity to impact several areas of operations within a small team all while being highly organized you could be a great fit! This position is nonexempt and located onsite in our Wichita KS office.The salary range is $.
The Account and Office Administrator will report to the Investment Administration Manager.
Responsibilities include but are not limited to:
Processing Money Movement requests including contributions and distributions
Processing trades as requested by advisors
Tracking Required Minimum Distributions and retirement contributions on all advisor accounts
Timely responses to client and advisor requests via phone call and email
Opening and maintaining client accounts
Initiating and completing account transfers and rollovers
Depositing checks
Filling out paperwork for client signatures
Running portfolio reporting as requested by advisors
Maintaining client contact records
Stocking office supplies and operating office equipment
Greeting visitors at the front desk
Distributing incoming and outgoing mail and packages
Assisting with technology needs in the conference room
Staying current with industry terminology and continuing education
Coordinating with Keating operations team on facilities maintenance
All other duties as assigned or directly related to unique ability
Desired skills include but are not limited to:
Strong attention to detail
Able to exercise independent judgment and maintain ethics
Deliver clear effective communication across all mediums
Takes initiative to solve problems
Personable service oriented and collaborative
Savvy with new technology
Strong follow through and organizational skills
Comfortable with numbers reports and spreadsheets
Demonstrated habit of going above and beyond in customer service
Collaborates well with leaders and colleagues
Investment and/or financial professional experience a huge plus!
Required Experience:
Junior IC
Employment Type
Full-Time
