Answer phone calls, resolve issues and/or take messages as needed.
Interact directly with clients to answer questions regarding administrative tasks such as money movement requests, account balances, re-ordering of checks, and charitable giving confirmations.
Manage the calendar; set appointments and meetings for Advisors. Attend meetings as requested.
Confirm appointments directly with clients, via email and/or phone.
Assist with travel arrangements and trip itineraries.
Schedule lunch and dinner reservations for client meetings as needed.
Prepare expense reports to include coding and scanning receipts.
Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/off boarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
Interact with other teams to prepare and submit client paperwork, update account statements, facilitate both simple and complex money movements on behalf of our clients.
Draft client letters as needed.
College degree (preferred). New grads considered with a business-related degree and internship/work experience.
Previous back-office operations or executive/administrative assistant experience (preferred); experience in financial planning and/or the securities industry (helpful).
Previous high-touch, direct client experience is essential.
Excellent typing and computer skills. General technical ability and comfort with navigating various software applications and systems.
Proficiency in Microsoft Office is required; experience with any CRM, portfolio management and document management software is a plus. Interm./Advanced Excel required-creating investment tables, data exports, vlook-ups, etc
Continuously exhibits personal integrity and professional initiative and a personable attitude.