What are the responsibilities and job description for the Administrative Assistant position at Cornerstone Wealth Management?
ADMINISTRATIVE ASSISTANT
Overview
Cornerstone Wealth Management, a national financial services firm, is looking for an experienced administrative assistant to join our team. This individual will support one or more financial advisors by providing exceptional service to their clients. We're looking for a dedicated, positive professional who wants to work in a collaborative culture. This is a great opportunity to perform a wide range of duties while serving as an essential team member in a growing organization.
Responsibilities
- Oversee opening client accounts, from completion of initial forms to transfer of assets
- Prepare reports and paperwork before meetings; complete follow-up tasks after meetings
- Calculate, track and execute trades and required minimum distributions
- Manage and track client requests, including delegating up to advisor when needed
- Provide excellent service and support to advisors
- Maintain records and reports for compliance
Qualifications
- Experience in financial services industry preferred
- Comfortable navigating multiple computer systems and processes
- Proficient in Microsoft Word, Excel and Outlook
· Series 7 or 66 license is not required but is a plus
Ideal Candidate
- Strong interpersonal and communication skills
- Ability to perform multiple tasks with an appropriate sense of urgency
- Strong organizational skills, attention to detail and accuracy
- Confident presence and ability to handle confidential data
- Prioritizes and manages time appropriately
- Self-motivated to do great work, learn new skills and achieve goals
Benefits
- Health, vision and dental insurance
- 401(k) plan
- Paid Vacation
About Cornerstone Wealth Management
Cornerstone Wealth Management LLC is a registered investment advisory firm with headquarters in Des Peres, Missouri. Founded in 2005, Cornerstone has grown to more than 130 independent financial advisors in 15 states who share a common goal of providing objective financial guidance to clients. Our advisors are affiliated with the broker-dealer LPL Financial.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Cornerstone Wealth Management, a registered investment advisor and separate entity from LPL Financial.
Pay: $20.00 - $30.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $20 - $30