Investment Administrative Assistant to 50K plus bonus & benefit

Employer
Portfolio Placements & Resumes, LLC
Location
Morristown, NJ
Posted
Apr 19, 2017
Jobs Outside Higher Education
Businesses & Consultants
Institution Type
Outside Academe


Job Description

My client a wealth management firm is seeking to hire someone to join their growing firm. You must have 3-5 years of ADMINISTRATIVE ASSISTANT experience working for an investment firm in order to be considered for this position.

This position will be assisting the Relationship Manager/CSA who provides overall service support to the Advisor Team, while ensuring every client interaction upholds the firm's superior service standard.

YOU MUST BE A US CITIZEN AND LIVE WITHIN A 30-45 MINUTE DRIVE DURING RUSH HOUR TO THE MORRISTOWN/PARSIPPANY AREA

THE RM Duties & Responsibilities

Primary point of contact for assigned clients via phone and email to ensure their questions are answered and needs are addressed in a timely manner

Exhibits professionalism while interacting with clients

Responsible for updates and maintenance of client contact information, correspondence, and related notes utilizing client relationship management software

Partners with advisor as needed on behalf of client, and provides updates to client through conclusion

Coordinates and prepares Advisor and client for semi-annual reviews; prepares income statement, meeting agendas, and other required items

Reviews and organizes notes after client meetings and coordinates any required actions and follow through

Processes transactions including trades, journals, and check and wire requests

Verifies all client transactions confirmations for accuracy on a regular basis

Addresses and monitors exceptions or one-off requests and ushers process through completion

Monitors accounts to ensure cash flow is available for systematic distributions

Verifies client's RMDs are satisfied on an annual basis where applicable

Ensures client beneficiary designations are up to date and accurate

Commits to ongoing education and professional development to remain current with industry

Qualifications

Minimum of 3 years of CURRENT OR REAL RECENT experience with an INVESTMENT Financial Services Administrative Assistant role

Experience with Junxure CRM a plus

Proficient in Microsoft Office applications

Excellent oral and written communication skills

Professional attitude, demeanor, and appearance

Resourceful, flexible and a strong desire to be of service to clients

Creative thinker with strong analytical skills

Company Description
Executive recruiter servicing the I-95 Corridor from Boston to NYC through to Washington DC


Morristown, NJ

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Tue, 18 Apr 2017 13:38:12 PDT

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