MSI Recruiting

MSI Recruiting | Florida Hiring Professionals and Staffing Agency
  • Location: Boca Raton, Florida
  • Type: Direct Hire
  • Job #10837
  • Salary: $100,000

We are seeking a team player for our client to provide a service level that is energetic, with the ability to think outside of the box, and uphold a personal standard to succeed in a face-paced environment. Our mission as a team is to strive to be number one in the country in all areas of holistic wealth management.
The role is a full-time position.
This position is in office (not remote).
•    Provide general administrative duties to support financial advisor and senior support staff. Including the following:
•    Entering client data into various applications
•    Assisting advisor in preparation or follow-up to client meetings for administrative needs and understanding what is expected
•    Answering phones and Correspondence, via mail, phone, and email
•    Processing daily: client new account opening, client transactions-including wire transfers, contributions and distributions from IRAS, Journal Entries, ACH transactions, complex problem resolution
•    Product knowledge in the financial services industry is required including:
•    Trusts, wills, probate, estate processing, IRA’s, and Roth IRA products
•    Provide client statements and knowledge on how to read and breakdown monthly and annual statement information and understanding tax reporting
•    Online Navigation for client onboarding and Client online access
•    Client action items review and resolution
•    Daily team meetings and quarterly team meetings
•    Organizing work flow and working in a partnership relationship with the client relationship manager
•    Tracking and processing daily workflow
•    Assisting with new prospect relationships and onboarding new client relationships
•    Understanding a client relationship from A to Z and establishing meaningful relationships our clients in every aspect of their needs
•    Working with a high functioning team who takes each day on with deliberate urgency and attention to details
Required Qualifications:
•    4 year College Degree Required (Accounting, Finance, or Economics preferred)
•    Must be detail oriented with strong math and analytical skills
•    Must have experience working in a client service environment in the Wealth Management industry
•    Able to manage multiple tasks and priorities effectively
•    Experience in a wealth management and estate processing
•    Insurance business knowledge is preferred but not required
•    Ability to function in fast-paced environment and maintain operational quality
•    Proficient with Microsoft Office and internet savvy
•    Able to maintain confidentiality. Demonstrated professionalism.
•    Ability to operate under limited/minimal supervision.
•    Series 7, and 66 license preferred