Wealth Management Assistant

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