- Bachelors degree and/or related work experience
- 1-4 years of experience in a client service role in financial services
- Series 65 or FPQP certification is a plus
- Proficient with Microsoft Office Suite
- Proficient with CRM
- Experience with investments and financial planning is a plus
- Excellent communication skills (verbal, written, and listening)
- Knowledge of Broker Dealer and Investment Advisory Regulations is a plus
- Demonstrates personal integrity, honesty and can deal with confidential information daily
- Ability to handle stress in an ever-changing investment market
- Strong time management and organization skills
- Ability to prioritize multiple tasks and anticipate potential problems
- Provides administrative support to the Operations Department with new business applications (including but not limited to investment applications, brokerage applications, annuity/insurance applications, and transfer of assets for account funding/policy issue
- Responds to Client Service Request (Including address changes, beneficiary changes, account access, death claims, account information requests, tax document requests)
- Assist Operations department with RMDs
- Supports Operations department with implementation of investment allocations, and money movement
- Send paperwork to clients using the electronic signature system while adhering to the Custodians compliance rules pertaining to electronic signatures
- Quality Check and submit signed paperwork to custodian for processing
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
- Life insurance
- PTO
- Tuition Reimbursement
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Client Operations Administrator - Winter Garden, United States - The LifeWealth Group
1 month ago
Description
Client Operations Administrator
The Client Operations Administrator at The LifeWealth Group is a key part of our team serving as the true connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person supports the vision, positive culture and team spirit.
The Client Operations Administrator requires good time management skills and must be flexible in a fast paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.
Minimum Requirements:
Key Skills:
Job Description:
The role of this position is to engage and support the success of the Operations team by supporting the department in all aspects, including account opening/funding, client service and portfolio administration.
Client Engagement:
Salary:
$48,000 - $65,000/year
Benefits:
Hours:
Monday - Friday
Presented by Advisor Employee Services Thank you for your interest in the Client Operations Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today The Client Operations Administrator requires good time management skills and must be flexible in a fast paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.
