Job Description
We are seeking a personable and detail-oriented Financial Professional to provide a wide variety of financial, analytical and support services to clients under limited supervision. We are a growing Independent Financial Advisory Office. As a Financial Administrator you will follow established procedures to perform standard tasks and resolve questions and problems. You will also maintain routine contact with clients and other team members to obtain, serve, clarify and provide facts and information as you project a professional image. Additional tasks of the Financial Administrator include:
Building relationships with clients and providing excellent customer service.
Providing office support including answering telephones, processing transferring paperwork, opening accounts, estate processing, updating cost basis, and resolving problems or inquiries Scheduling and coordinating meetings, events, and appointments. Preparing financial planning reports for client meetings. Performing banking activities, including depositing checks, sending out checks and ACH/Wires to Clients.
Calculating required client withdrawals and other analysis for financial planning purposes.
Generating custom client reporting and tax records. Entering trades with advisor instruction. Establishing, maintaining and updating files, databases, records and compliance documents.
Job Responsibilities
As a Financial Administrator, you will coordinate and perform a range of financial and operational support activities all to serve and support our clients.
Job Requirements
As an Financial Administrator, you must possess a professional and service-oriented demeanor with pleasant and business appropriate manners. Our ideal Financial Administrator works ethically and with integrity, maintains client and firm confidentiality and upholds a professional image with clients and the rest of the team. You much have excellent verbal communication and organization skills to prioritize and complete work efficiently. You must also have effective problem-solving skills to resolve routine client questions.
Additional requirements for the Financial Administrator:
Bachelor Degree, preferably in a Business major.
Business Attire
RJ and FINRA require all investment accounts be held in a RJ account for monitoring purposes
Minimum 3 year experience in financial services. Proficiency with Microsoft Office Suite to produce professional documents and document client interactions. Ability to work on multiple projects simultaneously and follow instructions and adhere to deadlines.
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Application Question(s):
- Do you have 5 years of experience in Financial Services?
Education:
Experience:
- financial administration: 5 years (Required)
