Our firm is a full service independent financial services organization, with a 30-year history. We have experience and knowledge that has allowed us to grow exponentially. We are comprised of several divisions: Wealth Management, Office of Supervisory Jurisdiction, and Employee Benefits. We are over 80 advisors strong and manage approximately $2B in assets. Through our growth, we have been able to stick to our values and build a firm that people want to stay with. We are passionate about knowing each other, through business and also personally.

The Wealth Management Operations team member will begin their tenure learning from our experienced support staff. Initially, this role be clerical in nature as it relates to supporting the Relationships Managers, Advisors and/or Clients directly. This may include paperwork-oriented tasks, scanning, faxing, answering phones and being helpful in any way possible. The role will grow over time and with experience to include more complex paperwork, handling incoming client requests, setting up new accounts, handling service requests, scheduling and preparing for client meetings, and more. We are a customer service industry, and your role is critical to the overall experience our clients have with our firm. The successful candidate must be detailed and organized as well as possess strong clerical, communication, computer and customer service skills. They will also be a self-starter having strong initiative, and excellent follow through skills.

Primary Job Responsibilities

• Answer, screen, and route phone calls, assisting client directly or taking messages as appropriate
• Support team in processing various client service items, including withdrawals, beneficiary changes, etc.
• Coordinate with team to ensure new accounts are opening
• Help to organize client paperwork utilizing online document storage system.
• Organize time: use our CRM and calendar to schedule appointments, maintain calendar, and coordinate scheduling with other staff and individuals outside the firm, as needed
• Assist team by collating information needed for client meetings; documents, notes, reports, and presentation materials as requested
• Maintain client records in database, including documentation of phone calls and conversations
• Compose and type general correspondence
• Deliver superior client service
• Communicate with the broker/dealer, advisory firm and sponsor company contacts
• Perform various clerical support and miscellaneous tasks as assigned

Job Requirements

• 2 years administrative experience required
• Bachelor’s Degree preferred
• Must be a self-starter and be able to take initiative
• Strong attention to detail, accuracy and completeness of all forms, letters, emails, etc.
• Ability to organize, prioritize and handle multiple tasks
• Ability to work under pressure, meet deadlines, and work cooperatively in a team environment
• Previous customer service experience required
• Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner
• Adept in Microsoft Word, Excel and familiarity with Client Relationship Management systems
• Ability to maintain confidentiality
• Have a proactive approach to client service and problem solving

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Bayonne, NJ 07002: Reliably commute or planning to relocate before starting work (Preferred)

Work Location: One location