What are the responsibilities and job description for the Part Time - Administrative Service Consultant position at Diversified Wealth Solutions LLC?
Description
The primary role of the Administrator Services associate will be to provide middle office services to advisor including any and all daily tasks provided by the advisor. This would include, resolving notifications, opening accounts, moving money, transferring accounts, and working directly with clients to complete any of these tasks.
Responsibilities & Activities
o Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a CRM (calendar) management and scheduling of client appointments
o Communicating daily with advisor and clients o timely manner
o Assume ownership of inquiries and see them through to a timely resolution
o Communicate with internal departments to ensure we meet our clients expectations for timely service delivery
o Submit instructions for account activities on behalf of the advisor and end clients for brokerage functions (New Accounts, Cash Management, Transfers, Account Maintenance)
Industry Experience Requirements
➢ Strong attention to details
➢ Strong Excellent communication and listening skills
➢ Series 7 Preferred but not required
➢ Bachelors Degree or relevant experience providing support to financial advisors required
➢ Understanding of MS Office including Excel required
Knowledge, Skills, & Abilities:
- Excellent verbal, written, presentation, and interpersonal communication skills.
- Excellent relationship management skills.
- Superior business development skills.
- Excellent attitude and an extraordinary client service orientation.
- A genuine interest in serving and caring for clients.
- Excellent organizational and time management skills.
- A burning desire to succeed.
- Proficiency with Microsoft Office Suite.
- Bachelor's degree or higher strongly preferred.
- Attendance is an essential function.
- Salary is commensurate with experience.
Pay: $15.00 - $20.00 per hour
Expected hours: 20.0 per week
Benefits:
- Flexible schedule
Work Location: In person
Salary : $15 - $20