Wealth Management Admin Assistant | Client Care & Ops

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

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