Job Description
Requisition ID:
Requisition ID:
Employee Referral Program – Potential Reward:
Employee Referral Program – Potential Reward: $1,000.00
Role Overview
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.
In The Role You Will
- Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
- Consistently demonstrate high levels of client service to deepen relationships.
- Support the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs.
- Respond to client inquiries, resolve issues and effect client transactions in a timely and responsive man...