Financial Advisor Administrative Associate

Independence Financial Services LLC; Independence Township (OH); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Paid holidays

2-week paid vacation

Paid training

Opportunities for development and\rcar

Job summary

Independence Financial Services is seeking an Administrative Assistant to provide administrative support and appointment preparation to the advisor. The role requires detail-oriented, organized individuals with excellent communication and client service skills, capable of handling paperwork, reports, and various admin tasks.

The candidate should be comfortable working in an independent financial services environment, with duties ranging from scheduling and data entry to client outreach and

Qualifications

• Bachelor's Degree preferred.
• Notary preferred.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication.

Responsibilities

• Answer phones, schedule appointments, and prepare materials for client meetings.
• Keep client management systems up-to-date with client information.
• Assist with information and documentation requirements for new accounts, transfers, and more.
• Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs).
• Assist with account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance (e.g., distributions, debits).
• Communicate with internal departments to ensure client expectations for timely service delivery are met.
• Educate clients on account services, capabilities, and new technology.
• Record keeping and filing as necessary.
• Order office supplies when needed.
• Keep front of the office maintained.

Skills

Detail orientation

Customer service

Communication

Organizational skills

Education

Bachelor's Degree (Preferred)

Tools

Notary (Preferred)

Job description

Ability to work in office Monday-Friday 8:30AM- 4:30PM, Full Time

Independence Financial Services is a wealth management and financial planning services firm located in Independence, Ohio. Our broker dealer is LPL financial. We specialize in retirement planning and wealth management to high net worth clients. We believe in planning today for a better tomorrow.

We value each team member and are dedicated to seeing each member personally and professionally advance.

As an Administrative Assistant, you will help provide administrative support and appointment preparation to the advisor, including paperwork, preparing reports, and other administrative tasks as needed. The ideal candidate has a strong attention to detail, is organized, and has excellent communication and client service skills.

Essential Day-to-Day Duties and Activities

• Answer phones, schedule appointments, and prepare materials for client meetings
• Keep client management systems up-to-date with client information
• Assist with information and documentation requirements for new accounts, transfers, and more
• Conduct proactive outreach to clients and advisors on time sensitive activities (e. g. , RMDs)
• Assist with account activities that are operational in nature - new accounts, cash management, transfers, and account maintenance (e. g. , periodic distributions, debits)
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met
• Educate clients on account services, capabilities, and new technology
• Record keeping and filing as necessary
• Order office supplies when needed
• Keep front of the office maintained

Education, Skills and Abilities

• Bachelor's Degree (Preferred)
• Notary (Preferred)
• Desire to take ownership and provide excellent customer service
• Strong organization skills with exceptional attention to detail
• Excellent written and verbal communication skills
• Energetic self-starter with an extremely positive, can-do attitude
• Pro-active with the ability to think ahead and act independently. Must work well in a team environment, supporting others
• Must be able to prioritize and switch tasks as needed
• Paid holidays
• 2-week paid vacation
• Opportunities for development and career advancement
• Financial planning services
• Paid training