Client Services/Executive Administrator
Victor, NY | Posted 2 weeks ago
Job Title: Executive Administrator – Client Services Manager
We are seeking a detail-oriented and highly organized Executive Administrator – Client Services Manager to join a reputable Independent Financial Services firm. In this role, you will play a crucial role in supporting the daily operations of the office and assisting financial professionals in providing exceptional service to our clients.
Responsibilities:
- Assist financial professionals in preparing and processing client documentation, including account forms, investment applications, and other relevant paperwork.
- Manage and maintain client records and databases accurately and confidentially.
- Handle incoming calls, emails, and inquiries from clients, addressing their needs or directing them to the appropriate team member.
- Coordinate and schedule client meetings, appointments, and follow-up activities.
- Utilize financial software and tools to input and retrieve client information.
- Collaborate with the compliance team to ensure all regulatory requirements are met.
- Assist in organizing and planning client events, seminars, and workshops.
- Support the preparation of client communications, reports, and presentations.
Qualifications:
- Either Series 6 or Series 7 license are highly preferred but not required
- Insurance licensure preferred but not required.
- RIA, Independent, or Family office experience HIGHLY preferred
- Previous experience with ClientWorks (or Similar) software
- Previous experience in a financial services or investment-related role is a plus.
- Strong attention to detail and accuracy in data entry and record-keeping.
- Excellent communication skills, both written and verbal.
- Proficiency in using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to prioritize tasks and manage time effectively in a fast-paced environment.
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