Financial Administrative Assistant

Job Description:

The Administrative Assistant will play a dual role in providing high-level administrative support to advisors and delivering outstanding client service. This position requires exceptional organizational skills, attention to detail, and a proactive approach to client interactions and operational tasks.

Company Description:

Jon Coomer Investment Management is a premier investment firm dedicated to providing exceptional financial services and client support. We specialize in total wealth management including estate and long-term care planning. We are seeking a highly organized and client-focused Administrative Assistant/Customer Service Specialist in our Troy office to support our advisor team and enhance the client experience.

Key Responsibilities:

Client Service & New Account Support:

• Assist clients with new account openings, ensuring all necessary documentation is collected and processed efficiently.
• Address client service needs, responding to inquiries, resolving issues, and providing a high level of support.
• Coordinate and schedule client meetings, ensuring a seamless and professional experience.
• Support financial advisors with client onboarding, account maintenance, and general service requests.
• Ensure timely follow-ups and proactive communication to enhance client relationships.

Qualifications:

• Proven experience as an Administrative Assistant and/or Customer Service Specialist, preferably within the financial services or investment industry.
• Strong proficiency in Microsoft Office Suite (Excel, Word, Outlook) and CRM software.
• Knowledge of financial industry regulations and account opening procedures is a plus.
• FINRA licenses (e.g., Series 7, 63, or 66) are a plus but not required.
• Exceptional organizational and time-management skills.
• Strong attention to detail with the ability to multitask efficiently.
• Excellent written and verbal communication skills.
• Ability to maintain confidentiality and handle sensitive information with discretion.

Benefits & Compensation:

• Competitive salary based on experience.
• Health Insurance Allowance.
• Retirement plan with company match.
• Professional development and career growth opportunities.
• Collaborative and dynamic work environment.

Securities offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Jon Coomer Investment Management and Cambridge are not affiliated.

Job Type: Full-time

Pay: $18.00 - $28.00 per hour

Benefits:

• Paid time off
• Retirement plan

Application Question(s):

• Have you ever provided support to a Financial Advisor before? If yes, please explain.

Experience:

• Financial Industry: 1 year (Required)

Ability to Commute:

• Troy, OH 45373 (Required)

Work Location: In person

Salary : $18 - $28