Administrative Assistant

Overview

We are seeking a Client Services Administrator with experience supporting advisors in a wealth management or financial planning environment. This role is responsible for client account administration, financial transactions and delivering exceptional client service.

Responsibilities

• Serve as the primary contact for client service requests and follow items through completion.
• Prepare account paperwork and client documents for e-signature.
• Maintain accurate client records in Salesforce.
• Work with custodians, broker-dealers, annuity providers and internal teams to resolve client requests.
• Support ongoing service and administrative needs for two advisors and their client base.

Qualifications

• 2–5 years of client service or operations experience within a wealth management, RIA, broker-dealer or financial planning firm.
• Experience opening investment accounts and processing account transfers and money movement.
• Understanding of retirement and non-retirement account types.
• Experience with CRMs, such as Salesforce or Redtail.
• Highly organized, detail-oriented, resourceful and committed to providing exceptional client service.
• Must be able to successfully complete a fingerprinting/background check

All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application

Pay: $15.00 - $20.00 per hour

Expected hours: 10.0 – 20.0 per week

Application Question(s):

• Do you have experience working in the financial services industry?
• Are you comfortable with a role that only requires 10-20 hours per week?
• Do you have any experience using AI?

Location:

• Massachusetts (Preferred)

Work Location: Remote