Executive Administrative Assistant / Operations Manager

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Executive Administrative Assistant/Operations Manager

We are looking for an energetic associate who is organized, detail-oriented and willing to learn systems and industry specific terminology. Our boutique Financial Services firm has earned a reputation for outstanding client service and a drive to create investment solutions within long-standing relationships.

This position interacts daily with clients by phone, email and in-person, assisting in a wide variety of client transactions and requests. There will also be extensive interaction with Financial Advisors and other associates. Prior experience in the Financial Services Industry is a plus but is not required.

Additionally, the successful candidate will be given the opportunity to pursue FINRA registrations including but not limited to licensing exams.

Job Requirements :

• College graduate is preferred but we are willing to consider financial industry experience in lieu of a degree.
• Higher education degree is a plus
• Desire to obtain FINRA registrations
• Well-organized and proficient at multi-tasking
• Be able to routinely deal with time sensitive situations
• Strong computer skills with proficiency in Microsoft Office Suite
• Familiarity with CRM software (Salesforce)

Below is a basic description of this position :

• Schedule and confirm meetings with Advisor's clients and prospects
• Prepare meeting documents for client reviews
• Prepare and review new account forms and servicing existing relationships

Respond to clients about various matters including money movements, title and address changes as well as general servicing needs:

• New account setup and follow-up
• Work directly with multiple custodians to resolve account issues and follow-up on account funding requests
• Correspond regularly with other admin personnel, external sales teams and investment management team
• Creating and distributing reports to internal team
• Assist Marketing Director in coordinating outside vendors for firm and client events

Work Remotely

No

This Job Is Ideal for Someone Who Is :

Dependable - more reliable than spontaneous

People-oriented - enjoys interacting with people and working on group projects

Adaptable/flexible - enjoys doing work that requires frequent shifts in direction

Detail-oriented - would rather focus on the details of work than the bigger picture

Achievement-oriented - enjoys taking on challenges, even if they might fail

Job Type: Part-time with potential to become Full-time

Pay: $18/hour

Schedule:

Tuesday-Thursday, 9am - 5pm

Experience:

Customer Service: 2 years (Preferred)

The opportunity of attaining any registrations is that of a Registered Sales Assistant/Financial Professional with Equitable Advisors, LLC. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. AGE- 7919484.1(5/25)(Exp.5/29).

Seniority level Seniority level Associate

Employment type Employment type Part-time

Job function Job function Customer Service and Administrative

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