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Financial Administrative Assistant

  • Location: Chicago, IL
  • Job Type: Direct Placement
  • Ref No: 19-06052
  • Date: October 10, 2019
  • Job title:
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Job Description - Financial Administrative Assistant

Financial AdministrativeAssistant

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.






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