• Lifetime Recruiting Strategies
  • $69,020.00 -105,470.00/year*
  • New York, NY
  • Administrative/Clerical
  • Full-Time
  • 354 W 31st St

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Registered Administrative Assistant
Registered Investment Advisory and Wealth Management firm seeks full time Administrative Assistant.? Candidate must be professional in appearance and manner, possess outstanding written and verbal communication skills and is dedicated to providing excellent service.?

The primary responsibilities of this position are to organize and ensure proper completion of client paperwork during the transition process as well as opening and servicing client accounts.? Candidate must be willing to travel to our regional offices to assist new advisors with post-transition account activities.?
Ideal candidate has:
  • Ability to understand financial planning concepts, recognize/read personal and corporate financial documents, take direction, and facilitate interaction with outside resources
  • Superior technical skills, comfort level with financial planning software, especially eMoney
  • Strong analytical skills with background in finance, accounting or mathematics preferred
  • Excellent listening, oral and written communication skills (including presentation and interpersonal skills) Ability to communicate persuasively and effectively to a wide range of customers
  • Strong client focus, ability to independently and proactively analyze and resolve customer service issues in a timely manner
  • Background in the investment advisory industry
  • Ability to work under tight deadlines and be a think ahead type of person and work well in a team
  • Strong ethical standards in working with confidential client information
  • Put together seminars and programs for the firm

Preferred Experience:
  • 4-year college degree in Finance, Accounting. Or without a degree, 3+ years of working on financial plans,investment background (mutual funds and annuities) and/or life insurance concepts
  • A securities license, or insurance licensing, LH, and series 6 or 7 preferred. Series 65 a plus

Technical skills:
  • Ability to read and analyze existing financial documents and spreadsheets
  • Financial Planning Software: strong background in eMoney or others
  • Microsoft Office suite (Excel, Word and PowerPoint)

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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