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JOB OVERVIEW:
The Integrations Service Administrator reports to the Integration Team lead and works closely with Partnering Advisor(s) and servicing staff to deliver the best client experience for existing and new clients during the transition period. This position works in conjunction with the Advisor Enablement and Integrations Team, Integration Specialists, and our custodians to deliver servicing support and processing of existing and new business for the Partnering firm and may back-up the Partner’s servicing staff as needed.
This is a full-time, Non-Exempt position, that requires in-office work in Folsom, CA. The annual base salary for for this role is between $65k and $80k, and is based on the candidates expierence. In addition, this position is also eligible for an annual merit increase and a target bonus, which will be based on their performance and the companies.
RESPONSIBILITIES AND DUTIES:
QUALIFICATIONS:
Full Time
Investment Management
$63k-85k (estimate)
04/25/2024
06/29/2024
allworthfinancial.com
NAPA, CA
100 - 200
1993
Private
$10M - $50M
Investment Management
Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses.
The job skills required for Financial Services Administrator include Microsoft Office, Written Communication, Attention to Detail, CRM, Scheduling, Partnering, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Administrator positions, which can be used as a reference in future career path planning. As a Financial Services Administrator, it can be promoted into senior positions as a Service Contract Administration Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Administrator. You can explore the career advancement for a Financial Services Administrator below and select your interested title to get hiring information.