Financial Administrative Assistant

Hein Wealth + Tax Solutions; Florida; Sur place; USD 40 000 - 55 000; Plein temps

Résumé du poste

Hein Wealth + Tax Solutions, located in Town of Florida, NY, is looking for a dedicated Client Service Associate to support financial decisions and maintain meaningful client relationships. This role requires multitasking abilities and strong attention to detail, as well as proficiency with software tools.

Responsibilities include interfacing with brokers, managing client paperwork, and assisting in marketing efforts. The ideal candidate will possess a positive attitude and a high school diploma, with an associate's degree preferred.

Qualifications

• Positive attitude, customer-oriented.
• Detail-oriented with multitasking abilities.
• Proficient in Windows-based software.

Responsabilités

• Interface with broker/dealer to manage client accounts.
• Maintain and update information in the CRM System.
• Assist with social media and marketing campaigns.

Connaissances

Customer-oriented attitude

Detail-oriented

Ability to manage multiple tasks

Proficient with Windows-based software

Ability to ask questions

Brokerage Experience

Formation

High School Degree

Associate's degree or higher

Outils

MS Word

Excel

Adobe

Description du poste

Overview

At Hein Wealth & Tax Solutions, you’ll join a close-knit, professional team where your work directly supports meaningful client relationships and real-life financial decisions. As a Client Service Associate, you’ll be a key part of an organized planning process—working closely with advisors, managing client accounts and paperwork, and ensuring a smooth, high-touch client experience. We offer a supportive environment, clear processes, and the opportunity to learn and grow within financial services. If you’re detail-oriented, proactive, and take pride in doing things the right way, this role offers purpose, stability, and room to develop your skills.

Responsibilities

• Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms
• Complete paperwork to fund Alternative Investments and Annuities
• Maintain and update information in the CRM System
• Handle requests for transfers of funds in and out of accounts
• Front desk meets and greets clients
• Answer basic client questions (not including financial/investment advice)
• Research products and product pricing, and contact carriers for information
• Set up and retrieve reports in the portfolio management system
• Help manage social media and marketing campaigns
• Assist the Client Service Administrator in day-to-day duties
• Other responsibilities as assigned by the lead advisor

Qualifications

• Positive attitude, customer-oriented
• Detail-oriented with the ability to manage a full plate of tasks concurrently, with the ability to track progress and follow up accordingly
• Ability to learn a new Client Service Online Platform
• Proficient with Windows-based software, including MS Word, Excel, and Adobe
• Understands how to properly complete paperwork that has not previously been encountered by reading instructions, following precedent, or calling for assistance
• Ability to ask questions when not sure of something
• Brokerage Experience preferred
• High School Degree required
• Associate's degree or higher preferred