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Branch Office Administrator
Kingsview Partners
Full-time
On-site
Iron Mountain, MI, United States
Are you looking to be part of an energetic and innovative team where you're valued for what you bring to a position through your skills, education and experience?
We are a multi-faceted, fee-based investment advisory firm with offices throughout the United States. We are an organization where we believe the first step in successful investment management is sound financial planning, ensuring that every client get the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.
Some of the great benefits for employees are:
Bonus Eligible Position in addition to stated salary
401k matching
Employer paid medical
Employer paid dental
Employer paid vision
Employer paid AD&D and Life Insurance
Health Savings Account
Wellness benefit program
Paid vacation and sick time
Casual Fridays
Paid NYSE Holidays
Snacks, sodas and amazing coffee!
We are looking for a new member to join our dynamic team!
The primary function of the Branch Office Administrator is to provide administrative and operational support to our financial advisors by putting the needs of the client first and consistently demonstrating exceptional service. This position performs moderately complex to complex tasks in the areas of administrative support and client service in a paperwork-intensive environment.
The Branch Office Administrator is a liaison between our company, our custodians, the Financial Advisor(s) and clients. The Branch Office Administrator should enjoy the challenge of working in a culture that generates a high level of activity coupled with an atmosphere which provides the opportunity to learn and grow within this profession.
Essential Functions:
Answer phones & greet clients in a friendly, warm manner.
Complete & process new client applications, transfer paperwork and service requests with high accuracy.
Research and continuously follow up, record, document and communicate with financial professionals and clients.
Input documents and keep database/CRM program up to date.
Respond to advisor or client inquiries on administrative questions.
Reviews and signs material, as authorized.
Manage the Advisor's calendar.
Various industry-specific tasks.
Ensures confidentiality and controls access to sensitive information, such as client files.
Responds to inquiries and requests for information requiring knowledge of departmental and company policies and procedures utilizing the investment services team.
Oversees office operations.
Schedules and prioritizes workload by setting appropriate deadlines.
Other duties as assigned by the Supervisor.
Travel: 0%
Required Education & Experience:
Maintain positive working relationships with others, both internally and externally.
Anticipate, understand and respond to the needs of co-workers, the Supervisor and the clients to meet or exceed their expectations.
Follows direction well, work cooperatively and effectively with others to set goals, resolve problems and make decisions to enhance company's effectiveness; ability to undertake self-directed tasks when necessary; open to learning new skills.
Excellent attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule and ability to make clear and timely decisions.
Perform work tasks with a high attention to detail, with the ability to consistently ensure accuracy of data and documents.
3+ years of experience in a busy office (serving in the financial services, Broker or RIA preferred).
Ability to prioritize projects and manage time.
Provide outstanding customer service.
Excellent communication - both verbal and written.
Good-natured, positive attitude, team player.
Self-directed initiative.
A desire for continuous learning.
Ability to adhere to complex regulatory and compliance requirements.
Knowledge of administrative and clerical procedures and systems such as managing files, records and other office procedures.
Working knowledge of Microsoft Office Products.
High School Diploma or GED.
Preferred Education & Experience:
Associate or bachelor's college degree.
Working knowledge of investment products.
Work Environment & Physical Demands:
Indoor, office setting with essential physical requirements, such as climbing, standing, stooping or typing. Possibility of physical effort/lifting up to 20 to 50 pounds.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Ability to Commute:
Iron Mountain, MI 49801 (Required)
Ability to Relocate:
Iron Mountain, MI 49801: Relocate before starting work (Required)
Work Location: In person
We are a multi-faceted, fee-based investment advisory firm with offices throughout the United States. We are an organization where we believe the first step in successful investment management is sound financial planning, ensuring that every client get the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.
Some of the great benefits for employees are:
Bonus Eligible Position in addition to stated salary
401k matching
Employer paid medical
Employer paid dental
Employer paid vision
Employer paid AD&D and Life Insurance
Health Savings Account
Wellness benefit program
Paid vacation and sick time
Casual Fridays
Paid NYSE Holidays
Snacks, sodas and amazing coffee!
We are looking for a new member to join our dynamic team!
The primary function of the Branch Office Administrator is to provide administrative and operational support to our financial advisors by putting the needs of the client first and consistently demonstrating exceptional service. This position performs moderately complex to complex tasks in the areas of administrative support and client service in a paperwork-intensive environment.
The Branch Office Administrator is a liaison between our company, our custodians, the Financial Advisor(s) and clients. The Branch Office Administrator should enjoy the challenge of working in a culture that generates a high level of activity coupled with an atmosphere which provides the opportunity to learn and grow within this profession.
Essential Functions:
Answer phones & greet clients in a friendly, warm manner.
Complete & process new client applications, transfer paperwork and service requests with high accuracy.
Research and continuously follow up, record, document and communicate with financial professionals and clients.
Input documents and keep database/CRM program up to date.
Respond to advisor or client inquiries on administrative questions.
Reviews and signs material, as authorized.
Manage the Advisor's calendar.
Various industry-specific tasks.
Ensures confidentiality and controls access to sensitive information, such as client files.
Responds to inquiries and requests for information requiring knowledge of departmental and company policies and procedures utilizing the investment services team.
Oversees office operations.
Schedules and prioritizes workload by setting appropriate deadlines.
Other duties as assigned by the Supervisor.
Travel: 0%
Required Education & Experience:
Maintain positive working relationships with others, both internally and externally.
Anticipate, understand and respond to the needs of co-workers, the Supervisor and the clients to meet or exceed their expectations.
Follows direction well, work cooperatively and effectively with others to set goals, resolve problems and make decisions to enhance company's effectiveness; ability to undertake self-directed tasks when necessary; open to learning new skills.
Excellent attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule and ability to make clear and timely decisions.
Perform work tasks with a high attention to detail, with the ability to consistently ensure accuracy of data and documents.
3+ years of experience in a busy office (serving in the financial services, Broker or RIA preferred).
Ability to prioritize projects and manage time.
Provide outstanding customer service.
Excellent communication - both verbal and written.
Good-natured, positive attitude, team player.
Self-directed initiative.
A desire for continuous learning.
Ability to adhere to complex regulatory and compliance requirements.
Knowledge of administrative and clerical procedures and systems such as managing files, records and other office procedures.
Working knowledge of Microsoft Office Products.
High School Diploma or GED.
Preferred Education & Experience:
Associate or bachelor's college degree.
Working knowledge of investment products.
Work Environment & Physical Demands:
Indoor, office setting with essential physical requirements, such as climbing, standing, stooping or typing. Possibility of physical effort/lifting up to 20 to 50 pounds.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Ability to Commute:
Iron Mountain, MI 49801 (Required)
Ability to Relocate:
Iron Mountain, MI 49801: Relocate before starting work (Required)
Work Location: In person