Wealth Management Assistant
Wealth Management Assistant
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$ 65000 - 70000
1 Vacancy
Job Description
Financial Services Assistant. The primary purpose of the Financial Services Assistant position is to ensure all operational functions are processed efficiently with limited errors putting the needs of the client first and providing exceptional service every single time. This position performs a variety of operational tasks for complex securities or cash related transactions or processes that require extensive knowledge of departmental functions and systems. Client interface.
Duties include but are not limited to the following:
Setting up new accounts (National Financial Services Envestnet AnnuityRight)
Processing and reconciling transactions
Processing distribution requests
Creating transfer requests and monitoring that requested funds have been transferred
Researching inquiries
Resolving customer service issues
Reviewing time sensitive and/or complex documents
Opening customer service logs and following up to ensure resolution and communicating outcome(s) to clients
Processing account information changes
Maintaining notes in CRM for activities performed (Redtail)
May perform special projects as assigned
MINIMUM QUALIFICATIONS:
Education/Experience:
Two years related experience (administrative customer service and
Microsoft Office
Competencies:
Ability to multitask
Ability to work independently and as part of a small team
Ability to organize and work within a procedural environment
Excellent phone etiquette and communication skills
High attention to detail
This position plays a critical role in the success of the business. It offers a regular schedule of 40 hours per week. The company offers benefits such as health insurance disability insurance vacation pay holiday pay and Simple IRA plan with employer match. Salary will be commensurate with experience.
Please reply with your resume and contact information for consideration.
Job Type: Full-time
Expected hours: 40 per week
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
Schedule:
- Monday to Friday
Work Location: In person
Employment Type
Full-Time
