Administrative Specialist

Our client seeks an Administrative Specialist to assist with client service support and general business tasks.

As an Administrative Specialist, you will earn up to $65,000/year, based on your experience. This is a full-time, direct hire position where you will work Monday-Friday 8:00am – 4:30pm, 100% onsite. Plus enjoy an excellent Benefits package!

Some of your responsibilities as an Administrative Specialist include:

• Answering phones and directing phone calls
• Building and maintaining relationships with clients
• Preparing client information
• Responding to clients’ needs
• Managing account openings
• Processing forms
• Processing transactions (RMD’s, Money Transfers, etc.)
• Sending documents through DocuSign and DocuPace
• Running and emailing out daily reports
• Supporting Lead Advisors
• Assisting with financial plan construction
• Completing recurring task lists
• Supporting Company’s recruiting process and goals
• Utilizing Blomberg Report application for research
• Other duties as assigned

To qualify for the Administrative Support position, you must have three plus (3+) years of Financial Services/Advisory Industry experience, as well as:

• 3+ years of Financial Services/Advisory Industry experience preferred
• Bachelors Degree preferred (not required)
• FINRA license’s (SIE, Series 7, and Series 66) – Company will pay for tests
  • Base salary will increase when achieved
• Excellent communication skills (both written and verbal)
• Strong MS Office skills (Outlook, Excel, Word, PowerPoint, etc.)
• Basic mathematical skills
• Excellent organizational skills

If you are a people person, with excellent customer service skills, please submit your resume for immediate and confidential consideration.

We are an Equal Opportunity Employer