What are the responsibilities and job description for the Operations Support - Administrative Assistant position at Wagner Plannning?
As a member of our Operations Support Team, you will assist with administrative duties, account opening, maintenance, client communication, and client service tasks, additionally, assist with document support.
Required Skills:
- 12 months Financial Services / Securities Industry experience – Required
- 12 months Pershing, LLC experience – Preferred
- 12 months administrative assistant experience - Required
- Comprehensive understanding of Microsoft programs – Required
- Must be detail oriented
- Must be an independent self-starter
- Must have a high regard for compliance and security procedures
Benefits:
Base benefits include 401(k)/Roth 401(k) with employer match and potential profit sharing, health and dental insurance plan (50% premium paid by employer for employee), paid time off and paid market holidays.
Responsibilities:
General Office Duties
- General Office Maintenance
- Supply management
- Mail processing
Client Communications
- Greeting clients and guests
- Answering phones
- Answering basic client questions
- Emailing clients from approved templates
- Scheduling appointments
- Assist clients with technology
Account Support/ Paperwork Processing
- New account opening & service work
- Receipting checks
- Address updates
- Client inquiry research
Document Support Duties
- Filing, scanning, renaming documents
- Assist with marketing submissions
Other Assistance
- Assist with special projects
- Client meeting preparation
- Preparation of client reports
Applying
Candidates must submit a resume and cover letter that outlines in detail administrative assistant and Financial Services/ Securities Industry experience, including which custodians you have worked with and past responsibilities.
We provide equal employment opportunities to all applicants without regard to race, color, religion, sex, origin, age, disability, or genetics.
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- REQUIRED QUESTION - Which custodian(s) have you worked with in the past?
- Have you ever worked with Pershing, LLC?
Experience:
- Financial services: 1 year (Required)
- Executive administrative support: 1 year (Required)
- Professional Office: 1 year (Required)
License/Certification:
- Oregon Notary (Preferred)
Work Location: In person
Salary : $65,000 - $85,000