Job description

Bring your exceptional talent to work for a dynamic, team oriented employer committed to the highest ethical standards and client service.

Located in beautiful facilities in Jacksonville, you will love the vibe and the way we make you feel appreciated.

Basic Requirements of the Administrative Support position:

• Self Starter
• Able to obtain state registration, Series 65 or equivalent
• Attention too detail
• Excellent written and verbal communication skills
• Positive and optimistic attitude
• Proficient in Microsoft Office

Benefits of the Administrative Support position include:

• Health Insurance
• Dental Insurance
• 401(k)
• bonus and Profit sharing

Key Duties of the Administrative Support position include

• Provide exceptional, high energy, and ethical client service

• Work directly with the advisory team (those employees providing advice)

• Work directly with private wealth clients processing paperwork, facilitating money transfers, and communicating any concerns to their advisor

• Power of persuasion; make sure vendors and custodian banks process paperwork and company/client requests efficiently and with the minimal of client account interruption

• Perform administrative duties, including answering phone and running print production machines

• Assisting the operations manager with the proper execution of company policies and standards

• Working through custodian banks’ websites to facilitate downloads and client requests

• Miscellaneous office administrative Tasks

Job Type: Full-time

Pay: $35,000.00 - $55,000.00 per year

Benefits:

• Dental insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Jacksonville, OR 97530: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location

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