Duties and Responsibilities
Supporting Investment Advisors as an Administrative Assistant
Includes but is not limited to the following duties:
Prepare client correspondence as directed by Investment Advisors
Communicate directly with clients in person and via phone and email
Prepare paperwork based on instructions from Investment Advisor or clients
Work directly with the Operations department to provide required information/items and process completed client paperwork
Coordinate transactions as directed by Investment Advisors and clients
Assist with compliance tasks including downloading statements and filing correspondence.
Assist with scanning and organizing tax documents, invoices, and payments
Perform other related projects as directed by Investment Advisors or other staff
Serve as a backup receptionist when needed
Work with affiliated companies and organizations for client accounts and requests

Responsibilities:
Qualifications
A successful candidate for this position will have the following:
Ability to multi-task and independently prioritize work assignments
Strong communication skills ...

Professional communication style when interacting with clients over the phone, email and in person
Excellent attention to detail
Proficiency with Microsoft Outlook, Word, Excel, and Adobe Acrobat
Ability and willingness to learn new systems and processes
Ability to work collaboratively with Advisors and the Operations department

Working hours: 8:00 AM - 5:00 PM

Skills:
Attention to detail
Great at Follow Up
Personable service for clients
Will mostly be communicating over email and phone, some in-person
Stable work history

Education:
Associate

Experience:
4-7 years

Qualifications:
Experience working in the financial services industry is preferred but not required. Any
experience working in the insurance industry or working with Pershing as custodian
and/or NetX360 platform is a plus. Hands-on training will be provided.


Upload resume to apply at www.spherion.com/apply/75102

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).