Requisition ID:

Requisition ID:  

Employee Referral Program – Potential Reward:

Employee Referral Program – Potential Reward:  $1,000.00

Role Overview

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business.

In The Role You Will

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation.
• Consistently demonstrate high levels of client service to deepen relationships.
• Support the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs.
• Respond to client inquiries, resolve issues and effect client transactions in a timely and responsive man...