Client Service Assistant

Role includes supporting and assisting Wealth Advisors and other staff for the efficient functioning of the firm.

• Provide administrative and operational client service support to assist the business activities of the Client Service Manager(s) and Wealth Advisor(s).
• Assist CSM and Wealth Advisor(s) by establishing new accounts and processing various financial transactions for new or existing clients.
• Perform various administrative functions for the Wealth Advisor(s), CSM, Clients, and/or other branch staff including, but not limited to, handling telephone calls, requests for research reports, requests for account information and services and researching account problem.
• Act as client liaison with outside company such as Fidelity Investments, Envestnet, broker dealers, mutual fund, and annuity companies.
• Maintain client relationship management systems: establish new contact records, maintain existing records, and schedule regular client contact activities.

• High school diploma required.
• Strong communication (both verbal and written) and leadership skills are required in order to work effectively with all levels in an organization and in a variety of industries.
• Attention to detail and ability to manage multiple on-going projects are required to assure service and product credibility and quality.
• Proficiency in Microsoft Word, Excel, and Office.
• Typically requires reliable transportation.

• Includes lifting, carrying, reaching, stooping, bending, and keying/typing.
• Occasionally lift between 1–25 lbs.
• Sitting, standing, stooping, and bending.
• Mental/Visual Demand:
  Continuous attention to detail; work may be repetitive or diversified requiring constant alertness.
• Working Conditions:
  
  Typically performed under very comfortable working conditions; any disagreeable elements are generally absent during normal performance of job.

• Strong organizational and multitasking abilities.
• Ability to work effectively with all levels of the organization.
• Professional demeanor and client-focused mindset.

Support a safe work environment by performing duties in accordance with acceptable, safe work procedures. This includes but is not limited to: reporting all incidents and accidents to your immediate supervisor within 24 hours; maintaining work area in a safe and healthful condition; reporting, and whenever possible correcting, unsafe working conditions; operating vehicles while in the course of employment in a safe and lawful manner;

and providing assistance to reduce or eliminate workplace hazards.

Non-Exempt

Administrative Support Worker

TRUE Private Wealth Advisors is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Not Applicable

Full-time

Finance