Financial Administrative Assistant

Job Description

Job Description

• Prepare comprehensive case materials in advance of client meetings with the Wealth Management Advisor
• Update and maintain client data across platforms including Riskalyze, eMoney, and Orion
• Obtain, organize, and maintain current insurance ledgers
• Generate, review, and process insurance illustrations
• Create and maintain executive summaries and detailed client contact histories
• Track, log, and manage referrals and feed lists

• Enter dictations, meeting notes, and summaries into the CRM (
  Redtail
  )
• Manage post-meeting follow-ups and action items in the CRM and firm spreadsheets
• Perform ongoing CRM data hygiene to ensure accurate and up-to-date client records
• Monitor, execute, and follow established firm workflows and task lists
• Organize and maintain the case "open drawer" and internal filing systems
• Manage office supply inventory and ordering

• Open, add, and transfer client accounts (brokerage, retirement, trust, and other account types)
• Process ACH requests, money movements, and account transfers
• Handle routine client service requests or route them to appropriate team members
• Prepare and submit paperwork accurately and within required timelines