About the job :
The Associate will provide administrative and operational support to clients, custodian partners, and team members in a new office, with a competitive salary and annual bonus opportunities based on performance and company success.
Responsibilities :
- Own administrative processes, including client onboarding.
- Handle client and custodian partner requests for account administration.
- Organize and maintain client files, and ensure CRM data is up-to-date.
- Monitor and resolve daily time-sensitive activities.
- Maintain compliance-approved materials and provide support to the team.
- Manage ad-hoc requests and perform general office duties. About you :
- Positive attitude and exceptional client service skills.
- Comfortable in a fast-paced, detail-oriented environment.
- Computer savvy and quick to learn new software.
- Clear communicator with great listening skills.
- Team-oriented and discreet with confidential information.
Qualifications :
- Experience at RIA or Broker / Dealer is a plus
- Experience with Charles Schwab Advisor Center or another custodian is a plus
- Strong computer skills, including Salesforce, MS Office Suite, and DocuSign
- Bachelor’s or Associate’s degree preferred
- Excellent written and verbal communication skills are very important as this role determines a significant part of the client experience
- Strong organizational skills, ability to multi-task, ability to manage time efficiently, and prioritize projects
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