Client Services/Executive Assistant/Office Operations Manager
: Job Details :

Job Description: Client Services/Executive Assistant/Office Operations Manager

Location: Hunt Valley, MD

About our firm:

We are a fast-growing wealth management firm with offices in Severna Park and Hunt Valley, Maryland. As a Registered Investment Advisory firm, we always put our clients' best-interest first, providing them with sound investment management as well as retirement, educational, and financial planning.

Responsibilities:

Provide excellent administrative support to principals and/or advisors.

• Proactively identify and complete tasks that will help advisors attract and onboard new clients.
• Schedule appointments with clients and prospects and prepare advisors for the meetings.
• Greet guests and respond to client inquiries.
• Place trades as requested.
• Prepare correspondence.
• Maintain accurate and complete paper and electronic files.
• Maintain data and run performance reports.

Provide excellent customer service.

• Walk new clients, step-by-step, through the onboarding process.
• Assist clients with account maintenance and money movement.
• Anticipate client needs and offer assistance.

Manage administrative tasks and projects as assigned.

Skills, qualities, and experience:

We are looking to add an intelligent individual to our team who possesses excellent communication skills, is detail-oriented, takes ownership of their work, enjoys customer service, and thrives in a fast-paced environment. The ideal candidate will be proficient in Microsoft Office/Excel.

Required: At least 5 years' office work experience. Preferred, but not required: Associate degree, bachelor's degree and/or series licenses 7, 63, 65, or 66. Experience with Orion investment software, CRM databases and investment software is a plus.

Please note that background checks will be conducted on final candidates, including a credit score check.

We offer:

Our employees enjoy competitive salaries, intellectually stimulating work, work/life balance, a tight-knit team, and growth potential. Benefits include paid holidays, vacation time, health insurance, life insurance, disability insurance, 401K, and employer matching.