Wealth Management - Client Service / Administrative Assistant (Multiple Roles)
Naperville, IL (I88 & Naperville Road)
Family-owned wealth management company providing financial life coaching / comprehensive planning to individuals / families has multiple needs across Client Service and Administrative functions.
Responsibilities and required experience are similar across the roles and include the following elements :
Responsibilities :
Process new accounts / account transfers / contributions / redemptions / beneficiary changes
Coordinate client meetings for Wealth Advisor and handle miscellaneous operational activities
Use CRM templates to input relevant information for potential / existing clients; handle paperwork required for onboarding / client servicing;
assist clients with account needs; schedule annual reviews and help gather necessary data; various ad hoc projects as required
Requirements :
Preferred experience of 1-2+ years in wealth management, securities, or financial planning industry; Redtail CRM a plus; general understanding of and interest in client service within a financial planning / investment-related firm
- Strong personal integrity / values; positive attitude; strong focus on providing exceptional client service; effective verbal / written / interpersonal communication skills;
- sincere interest in serving / caring for others; ability to think creatively, suggesting improvements and new ideas that will be valued;
- excellent organizational / time management skills; positive outlook towards clients / colleagues and life in general, aligned with firm's culture;
familiarity with common client servicing needs within financial planning / investment-related firm; capability to manage multiple tasks simultaneously
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