Experienced Client Facing Wealth Management / Advisor Assistant
Job Description
Job Description
Client Facing Wealth Management / Financial Administrative Assistant
In order to apply for this position you must at least 2 years of financial services experience.
Company : Upstream Investment Partners, LLC.
Location : Austin, TX 78759 (In-person required)
Job Type : Full-time
About Us :
Upstream Investment Partners, LLC. is seeking a dedicated Administrative Assistant to support our team of Financial Advisors both locally in Austin and across our national network.
This role offers significant growth potential within the firm.
Key Responsibilities :
Client Service and Onboarding :
- Onboard new clients with investment accounts and annuity / life contracts.
- Provide ongoing service to clients, addressing any issues or clarifications.
Administrative Support :
- Handle new account paperwork, asset transfers, and follow-ups with custodians and insurance carriers.
- Manage scheduling, phone calls, and day-to-day office management tasks.
Technology and System Management :
Navigate multiple online systems to process business transactions and support advisors.
Qualifications :
- Experience in financial services, including knowledge of various investment account types (IRAs, Roth IRAs, 401(k)s, annuities, life insurance) and experience with transferring investment assets.
- Proficiency with technology and ability to quickly learn and navigate various online platforms.
Skills and Attributes :
- Excellent relationship-building skills with coworkers, advisors, and clients.
- Professional communication with custodians, advisors, and clients.
- Strong attention to detail and ability to manage high volumes of tasks in a fast-paced environment.
- Willingness to support various projects across departments and maintain a productive, energetic outlook.
Salary : $45,000.00 - $65,000.00 per year
Benefits : 401(k), dental insurance, health insurance, paid time off, vision insurance.
Application Instructions :
Please submit your resume and a cover letter detailing your experience and qualifications.
Job Type : Full-time
Pay : $45,000.00 - $65,000.00 per year
Benefits :
- Life insurance
- Professional development assistance
Schedule :
8 hour shift
Experience :
Financial Services : 3 years (Required)
Ability to Commute :
Austin, TX 78759 (Required)
Ability to Relocate :
Austin, TX 78759 : Relocate before starting work (Required)
Work Location : In person
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