Wealth Management Operations Assistant

About this position

Job Description

Job Description

Join our team as an Assistant in the Financial Services Group.

Must have 2 years financial advisory administrative office experience.

We are seeking a motivated and passionate individual with a strong work ethic and positive attitude to assist in serving our clients. We work with a select group of individuals and business owners, executives and retirees to build and preserve tax-efficient income and family wealth. Our core mission is to help each of our clients achieve long-term financial security and peace of mind through tax efficient wealth management. We take pride in our success and achievements as a team and have been named one of the “Best Places to Work” by Vegas Inc. We have great benefits to offer and a thriving positive workplace culture. Please apply for further discussion.

Responsibilities
• Process all incoming work items, creating and assigning activities for completion.

• Review and submit completed new account applications and/or fund transfer requests.

• Internal system data entry, maintenance, and document processing.

• Managing client information to ensure that electronic and paper files are complete, organized, and secure.

• Documenting progress and completed tasks in our CRM (customer relationship management software) – Redtail – with satisfactory detail so that the status can be easily understood by other members of the team.

• Act as a liaison with financial institutions, such as broker dealers, custodian institutions, mutual fund companies, money managers and insurance companies.

• Saving client meeting documents after client meetings.

• Research and resolve problems/issues for Financial Advisors.

• Follow-up on submitted paperwork to verify completion.

• Data entry of basic information into e-Money for new client financial plans.

• Various other duties as necessary to assist in accomplishing department goals.

Qualifications

• 5 years of experience working for a financial advisor/broker dealer or life insurance office.

• Excellent oral and written communication skills with meticulous attention to detail.

• Must be a team player focused on client service.

• Effective time management skills and ability to prioritize multiple assignments.

• Excellent computer skills, including internet-based programs, experience with Microsoft office, especially excel spreadsheets.

• Successful background check.

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Company Description

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.\n\nWe understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Location and commute

Las Vegas, NV .

Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.

How to apply

Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3267944749.