Operations & Client Experience Specialist (Finance)}

TalentLink Solutions; Fairfield (CA); On-site; USD 48,000 - 62,000; Full time

Job summary

TalentLink Solutions is seeking an Administrative Assistant in Fairfield, CA to support the operations team and essential office tasks. You will handle client inquiries, paperwork, and account activity with accuracy and confidentiality, while maintaining a professional, welcoming office environment.

Ideal candidates have at least 1 year in financial services, strong MS Office skills, and familiarity with Wealthbox, Schwab, Black Diamond, and eMoney.

Qualifications

• 1+ years in the financial services industry, preferred with securities/operations focus.
• Excellent communication, written and verbal, and professional demeanor.
• Highly organized with keen attention to detail and confidentiality.

Responsibilities

• Spend typically 80% of time with operations team and 20% on essential administrative tasks.
• Process and follow up with clients on service items, including questions, applications, withdrawals, and beneficiary changes, to completion.
• Coordinate with advisors and clients to complete new account paperwork, transfers, and contributions; maintain good standing of client accounts.
• Interface with custodians to complete new account applications and maintenance items; process cash and securities transactions.
• Perform cashiering duties with Schwab accurately and efficiently.
• Update client data in Wealthbox and internal systems; produce reports as requested.
• Manage task lists; prioritize time-sensitive requests and issues.
• Handle document management in secure portals; file accurately and generate advisor reports.
• Schedule client meetings, maintain calendars, and coordinate internal/external scheduling.
• Scan, copy and distribute materials; communicate with clients and contacts via email/mail.
• Answer/transfer calls, greet clients, manage office supplies, maintain a welcoming environment.
• Collaborate with team to deliver seamless, integrated client experience.

Skills

Financial services

Customer service

Microsoft Office

CRM (Wealthbox)

Phone etiquette

Tools

Wealthbox

Schwab

Black Diamond

eMoney

Job description

TalentLink Solutions is seeking an Administrative Assistant in Fairfield, CA to support the operations team and essential office tasks. You will handle client inquiries, paperwork, and account activity with accuracy and confidentiality, while maintaining a professional, welcoming office environment.

Ideal candidates have at least 1 year in financial services, strong MS Office skills, and familiarity with Wealthbox, Schwab, Black Diamond, and eMoney.