Client Associate​/Administrative Assistant

Parson | Dedic Wealth Management Group is seeking a full time Client Associate/Administrative Assistant to join our team in Owosso, MI. This position will focus on enhancing the overall client experience by providing quality customer service, while also providing administrative and operational support to the practice. If you find gratification in serving others, building relationships, and are in search of a career where you will make an impact every day, we want to hear from you!

• Responsible for ensuring all client needs are promptly and accurately addressed; politely answer telephone calls and address administrative questions
• Review and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolution
• Prepare and review documents and materials for client meetings, ensuring accuracy and organization
• Prepare deposits and scan incoming checks; create and accurately process ACH’s and money transfers, journal entries, payments via check to outside vendors
• Create and close accounts as advised; update balance sheets and financial plans
• Establish and maintain client files to meet regulatory and compliance requirements; create and produce reports and databases for maintaining files and record keeping

• Bachelor’s Degree preferred; completed college coursework in conjunction with work experience will also be considered
• Investment, Financial Services, related industry experience or customer service oriented experience preferred but not required
• FINRA Series 7 or 66 (or 63 and 65) preferred; or willingness to obtain
• Proficiency in Microsoft Office required
• Background check required

• Self-Motivated:
  Working effectively independently and with other team members
• Strong Work Ethic:
  Setting and achieving goals
• Dependable:
  Consistently following through
• Positive Attitude:
  Creating a great work environment
• Strong verbal and written communication skills

• Competitive salary with performance bonus potential
• 401(k) with company match
• Medical and Dental
• Voluntary Vision, STD, LTD
• Group Life
• Paid Time Off and Paid Holidays

This is an onsite position with a pleasant office environment. If this sounds like an opportunity that aligns with your career goals, we encourage you to apply today!

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAN), Member SIPC. Parson | Dedic Wealth Management Group is a separate entity from WFAFN