Job Description
We are seeking a personable and detail-oriented Financial Professional who wants to help people with a wide variety of client services under limited supervision in our Chelmsford MA location. We are a growing Independent Financial Advisory Office. As an experienced Sr Client Service Associate you will follow established procedures to perform standard tasks and resolve questions and problems. You will maintain routine contact with clients and other team members to obtain, serve, clarify and provide facts and information as you project a professional image.
Additional tasks of the Sr Administrative Assistant include:
Building relationships with clients and providing excellent customer service
Providing office support including answering telephones, processing transferring paperwork, opening accounts, estate processing, updating cost basis, and resolving problems or inquiries.
Scheduling and coordinating meetings, events, and appointments.
Preparing reports for client meetings.
Performing banking activities, including depositing checks, sending out checks and ACH/Wires to Clients
Generating custom client reporting and tax records.
Entering trades with advisor instruction.
Establishing, maintaining and updating files, databases, records and compliance documents.
Job Responsibilities
As a Sr Client Service Associate, (Sr Financial Administrator), you will coordinate and perform a range of financial and operational support activities all to serve and support our clients
Job Requirements
As an Sr Financial Administrator, you must possess a professional and service-oriented demeanor with pleasant and business appropriate manners. Our ideal Sr Client Associate works ethically and with integrity, maintains client and firm confidentiality and upholds a professional image with clients and the rest of the team. You must be able to multi-tasks, pay attention to detail, communicate effectively, follow instructions, adhere to deadlines, and utilize your organizational skills to prioritize and complete work efficiently.
Additional requirements:
Minimum 10 year experience in financial services and at least 20 years in an administrative role. Proficiency with Microsoft Office Suite to produce professional documents and document client interactions.
Business Attire (Jackets required)
RJ and FINRA require all investment accounts be held in a RJ account for monitoring purposes
Benefit Conditions:
This Company Describes Its Culture as:
- Service and Detail-oriented -- quality and precision-focused
- Outcome-oriented -- results-focused with strong performance culture
- Team-oriented -- cooperative and collaborative
Work Remotely
Job Type: Full-time
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Administrative Assistants & Receptionists: 10 years (Required)
- data entry: 10 years (Required)
- financial services: 10 years (Required)
Work Location: In person