Administrative Assistant - Ann Arbor, United States - Advanced Wealth Strategies

Advanced Wealth Strategies Ann Arbor, United States

1 week ago

Accounting / Finance

Description

Job Purpose:

The Wealth Management Client Associate assists in providing the needed administrative support in day-to-day operations to the CEO, and advisors and assists in creating a positive professional first impression to Advanced Wealth Strategies' clients.

Job Duties and Responsibility:

· Welcomes and directs visitors and clients.

· Responds to and resolves administrative inquiries and questions.

Processes all documents for clients including opening new accounts, closing accounts, and transferring.
Monitors new account openings and associated data entry.

· Maintains client files and paperwork.

· Schedules meetings and records meeting minutes.

· Assists with service meetings by reviewing compliance needs and pre-scheduling appointments.

· Answers and transfers phone calls, screening when necessary.

· Prepares and executes marketing efforts.

· Plans events, volunteer efforts, social media management.

· Provides administrative support for all staff.

Maintains a system for recording credit card records.

· Coordinates travel and appointments for staff as requested.

· Maintains office supplies and coordinates maintenance of office equipment.

· Assists with client meeting preparation and follow-up.

· Processes client requests.

· Performs other related duties and responsibilities as assigned.

· Submit monthly compliance reports to broker-dealer and RIA.

· Maintains firm compliance regulations.

· Maintains office space to the firm's standards and coordinates with the manager of supplies needed.

Competencies:

· Communication skills

· Interpersonal and Customer Service skills

· Time-Management skills

· Organizational skills

· Administrative skills

· Proficient in Microsoft Office and Adobe

· Plus for experience with Redtail and eMoney

Required Education and Experience:

· Minimum education of High School Diploma.

· Minimum of two years of experience in an administrative or customer service role.

· **Bonus for BBA, marketing experience, financial service experience.

Physical Requirement:

· Prolonged periods sitting at a desk and working on a computer.

· Lifting packages.

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