Wealth Solutions Admin & Client Services Specialist

Beginnings Credit Union; Town of Ithaca (NY); On-site; USD 29,618 - 36,506; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Tuition assistance

Disability insurance

Job summary

A financial services organization is seeking an Administrative Assistant to support the Investment Solutions Program Manager and Financial Advisor. The role involves maintaining client records, coordinating meetings, and ensuring compliance with industry regulations. Candidates should have 1-3 years of administrative experience in financial services, along with strong communication and organizational skills. This full-time position offers benefits including medical insurance, vision insurance, and 401(k).

Qualifications

• 1-3 years’ experience in an administrative role in financial services preferred.
• Willingness to obtain and maintain investment licenses (Series 6 & 7, insurance).
• Ability to understand investment products and regulatory requirements.

Responsibilities

• Prepare and process documentation related to wealth management clients.
• Maintain accurate and organized client records and files.
• Assist with compliance and regulatory requirements.

Skills

Strong communication skills

Organizational skills

Problem-solving

Proficient in Microsoft Office

Ability to work collaboratively

Education

Bachelor's degree in HR Management

Tools

Microsoft Office

Investment software

Job description

A financial services organization is seeking an Administrative Assistant to support the Investment Solutions Program Manager and Financial Advisor. The role involves maintaining client records, coordinating meetings, and ensuring compliance with industry regulations. Candidates should have 1-3 years of administrative experience in financial services, along with strong communication and organizational skills. This full-time position offers benefits including medical insurance, vision insurance, and 401(k).