Administrative Assistant/Client Service Specialist

Administrative Assistant/Client Service Specialist

and the job listing Expires on May 21, 2025

Full-Time Job Accounting, Data Analytics, Economics & Finance

We are seeking a highly motivated and detail-oriented individual to join our team as an Administrative Assistant/Client Service Specialist. As an Administrative Assistant/Client Service Specialist, you will play a crucial role in providing exceptional service and support to our clients in the financial services industry. This is an excellent opportunity for someone who is passionate about building relationships, has strong communication skills, and is interested in the financial services sector.

Responsibilities:

1. Asset Allocation analysis (tracking performance, risk, and return using Morningstar Workstation).
2. Research/Security selection and analysis – mutual funds, ETFs, alternatives.
3. Trading the investments for all advisors on all platforms.
4. Money Movement submissions, RMD calculations and tracking, qualified plan distributions and rollovers: (ACH, Wire, Check, Internal).
5. Portfolio construction and design (based on case specifics to client).
6. Ability to contact clients for verbal authorization on trades for brokerage accounts.
7. Prepare initial product solutions for advisor review and use in client meetings.
8. Cash management (daily monitoring cash balances to fund income payouts to clients – trading to replenish cash for client payouts).
9. Monitor allocation drift (via asset allocation dashboard), trade to model and eliminate drift.
10. Answer questions and provide readily available information to clients, as it relates to servicing their accounts.
11. Document all client contact/calls in CRM.

Key Traits of a Successful Administrative Assistant/Investment Specialist:

1. Direct attention to detail and organization.
2. Effective communication with clients and other advisors/staff.
3. Effective and efficient time management.
4. Polite and clear phone manner.
5. Ability to multi-task.
6. Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial.
7. Ability to support and provide guidance for compliance within the advisor’s practice.
8. Positive attitude and sincere willingness to constantly learn and grow.

Education and Other Designations:

1. Associate’s degree or higher.
2. 2+ years of similar experience.
3. Can obtain the federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.

If you are looking for a challenging yet rewarding career in the financial services industry, we encourage you to apply for the position of an Administrative Assistant/Client Service Specialist.

Job Type: Full-time

Pay: From $18.00 per hour

Expected hours: 40 per week

• Paid time off
• Paid training

Compensation package:

• Bonus opportunities

Schedule:

• Day shift
• Monday thru Friday
• No nights

Ability to Relocate:

• Winchester, MO 63011: Relocate before starting work (Required)