Dec 09, 2019
Full time
The Client Service Administrator
Excellent dynamic position serving as administrative and operational support to a Financial Advisor.
This role will provide you with exposure to a wide variety of tasks, as listed below. There is an opportunity for growth and higher level client engagement. Ideal candidate would have a college degree and experience working in professional environment.
It is advisable to include one paragraph cover letter why you would like to work with us.
Primary Duties and Responsibilities
Administrative - answer the telephone, make out bound service calls to clients
Process clients related requests and documentations: open new accounts, transfer funds, make appointments, maintain CRM and client files, take client through new client onboarding process
Financial planning - create reports, data entry into Emoney financial planning system
Marketing - Assist with development and implementation of marketing campaigns, maintain web design content and follow company marketing on demand initiatives
Compliance – follow compliance requirements and maintain complaint office
QuickBooks – enter and reconcile accounts
Qualifications
Knowledge, Skills and Abilities:
AA degree or higher, College degree is preferred.
Most importantly a “can-do” attitude and enthusiasm to assist on a wide range of projects
Excellent command of English to be able to speak, read, and write fluently
Excellent administrative, time management, and organizational skills
Ability to multitask and stay focused
Dedication to detail and accuracy, strong organizational skills
Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and think for herself/himself
“Client comes first” attitude and strong interpersonal skills
Experience:
Client service at a financial industry supporting financial advisor for at least 3 years, preferably familiar with LPL Financial platform.
Proficiency in the use of computer programs:
RedTail, a client relationship management (CRM) system
“Emoney Advisor” financial planning software
Microsoft Office Suite (Word, Outlook, Excel, PPT)
QuickBooks
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.