Executive Administrator

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Under immediate supervision, the Executive Administrator assists one or more Financial Advisors with the opening and maintenance of client accounts and records and performs a wide variety of administrative support duties, including but not limited to word processing, preparing mailings, filing, answering the phone, obtaining approvals for Financial Advisor communications and advertisements, providing overall customer service support to clients, and may enter trades as directed by the Financial Advisor
.

• Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
• Work with the Financial Advisor and the client in obtaining the required documents based on the type of account(s) established.
• Organize and assist in the maintenance of complete client accounts and trade‑related records for the Financial Advisor and certain required files for the branch office.
• Perform operational or administrative functions for client‑related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
• Provide reports and other information to the Financial Advisor
  , as requested.
• Identify situations that need to be brought to the attention of the Financial Advisor or escalated to the Manager, including suspicious client and/or employee activity or behavior.
• Perform various administrative duties (i.e., typing, filing, answering phones, mailing documents/letters, etc.) and other duties and projects as assigned by the Financial Advisor and/or Manager.

• Administrative Knowledge:
  Knowledge of administrative and clerical procedures and systems such as word processing, spreadsheet applications, managing files and records, and other office procedures and terminology.
• Industry Knowledge:
  General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
• Time Management:
  Able to organize, prioritize, and manage multiple tasks, responsibilities, and deadlines; is able to follow through and accomplish goals, manage expectations appropriately, and use the firm’s resources efficiently.
• Critical Thinking:
  Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to practical problem solving.
• Customer and Interpersonal
  
  Skills:
  
  Knowledge of principles and processes for providing exemplary customer and personal services; this includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

• High School Diploma or College Experience (preferred).
• 2 years of clerical or related industry experience.
• Proficiency in Microsoft Excel, Word, PowerPoint, Outlook.

Entry level

Full‑time

Information Technology

Location:

Austin, TX

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