Financial Administrative Assistant
- Location: Chicago, IL
- Job Type: Direct Placement
- Ref No: 21-00168
- Date: January 13, 2021
- Job title:
Job Description - Financial Administrative Assistant
Financial Administrative Assistant
Description
ICS is partnered with a growing wealth management firm and is seeking a dedicated individual to assist the team of Financial Advisors and support clients in reaching their financial goals. This is your chance to play a key role in the future success of a fast-growing organization. The ideal candidate will be passionate and eager to succeed.
Responsibilities:
- Communicates, implements, and ensures compliance with guidelines and policies:
- Maintains compliance policies and documentation.
- Oversees the compliance and advertising approval process.
- Oversees trading for the office:
- Places trades and rebalances accounts.
- Reviews account confirmation statements.
- Sends trading-related correspondence to clients.
- Communicates with clients in person, in writing, and over the telephone. Meets with clients to complete paperwork and attends periodic client update meetings.
- Manages new business functions:
- Meets with clients and starts new client forms processing.
- Follows up with clients as needed to make sure all paperwork is processed.
- Handles training and continuing education for the firm.
- Coordinates team meetings:
- Sets agenda.
- Disseminates minutes, resulting tasks, and timelines for completion.
- Develops and maintains written documentation (systems) of all activities.
- Performs other duties as assigned.
Requirements:
- Bachelor's degree in finance, business, or related area
- 1-2 years of experience in an administrative support role
- Strong communication skills, written and verbal
- Strong organizational skills
- Proficient with Microsoft Office
- Interest in financial services and desire to grow within the industry
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