Administrative Assistant

Key Responsibilities

Client Operations & Transaction Processing

• Process client service requests including distributions, transfers, account openings, account maintenance, beneficiary changes, and other operational transactions.
• Coordinate with custodians, financial institutions, insurance carriers, and other third parties to facilitate transactions.
• Monitor requests from initiation through completion to ensure timely execution.
• Verify all paperwork is complete, accurate, and properly authorized before submission.
• Resolve operational issues and follow up on outstanding items.

Documentation & Recordkeeping

• Ensure all required documentation is obtained, organized, and stored accordingly.
• Maintain up to moment documentation on team database.

Team Support

• Partner closely with Financial Advisor and Client Relationship Manager to ensure seamless client service.
• Provide status updates on pending transactions and operational requests.
• Assist in developing and improving operational workflows and procedures.
• Serve as the internal subject matter expert on operational processes.

Required Skills & Competencies

Accuracy & Attention to Detail

• Exceptional ability to identify errors, omissions, and inconsistencies.
• Commitment to producing high-quality, error-free work.
• Strong proofreading and quality-control skills.

Organization & Completeness

• Ability to manage multiple priorities while maintaining attention to detail.
• Strong follow-through and task completion skills.
• Excellent documentation and record keeping habits.

Preferred Qualifications

• 3 years of operations, administrative, financial services, or client service experience.
• Experience working in a Registered Investment Advisor (RIA), wealth management, brokerage, or financial planning firm.
• Knowledge of financial account processing and operational workflows.

Pay: $16.00 - $24.00 per hour

Work Location: Hybrid remote in Spicewood, TX 78669

Salary : $16 - $24