Financial Services Administrator
Financial Services Administrator
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$ 40 - 42
1 Vacancy
Job Description
Job Duties:
- Provide administrative support as needed: answer calls manage contacts manage schedules and produces report
- Maintain and retain office files consistent with firm/professional policies and requirements
- Send paperwork to clients using the electronic signature system
- Quality check and submit custodial items for processing
- Engage and support weekly Client Prep meetings ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings
- Support client onboarding requirements with financial planning and investment management applications
- Prepare and produce back-office support demands for basic client account requests
- Gather and prepare necessary information for advisory meetings with clients.
Experience and Education:
- Bachelors degree preferred
- 1-4 years of experience in banking/financial services including retirement plans and custodial funds
- Advanced Excel skills
- Custodial reconciliation experience
- Excellent communication skills (verbal written and listening)
- Ability to handle stress in client relations and a busy office environment
- Excellent time management and strong organizational skills
- Ability to prioritize multiple tasks and anticipate potential problems
- Proficiency in Salesforce (CRM) preferred
#IND
Required Experience:
Unclear Seniority
Employment Type
Full Time
