Senior Administrative Associate

Senior Administrative Associate at Pension Professionals Senior Administrative Associate at Pension Professionals in Ocean Park, Maine Posted in 1 day ago.

Type:

full-time

Job Description:

Senior Administrative Associate Job Description This position is full-time during traditional business hours in our Biddeford, ME office. This position is a key role in the office that requires strong organizational skills, the ability to shift gears frequently, and to stay focused on high-priority tasks and deadlines. An important aspect of this role will be to manage the other team of administrators towards completion of their tasks on time, with precision and accuracy. You will work closely with key client relationships as well as support the Wealth Managers as they guide clients through our Wealth Management Process. Mastery will be needed in the development, maintenance, and improvement of office workflows. Job Purpose The main purpose of the Administrative Associate is to ensure the smooth operation of a fast-paced and high-touch wealth management office that has a strong, ethical reputation and a workplace that cares about the greater community. Duties and Responsibilities

• Provide high-touch administrative support to clients.
• Cultivate and enhance the onboarding of new and/or existing clients relationships through active communication, processing required documentation and client requests, processing money movement transactions, resolving inquiries, providing guidance, and making sure key Information and documentation remain current.
• Confirm and authenticate the client's identities when processing requests.
• Ensure meeting agendas and meeting materials are prepared and available for client and advisor meetings.
• Coordinate and track progress and timely completion of projects.
• Manage the complex onboarding of new client relationships and the opening of new client accounts, which can include the transfer of their prior relationships. Managing the many and oftentimes complex tasks that require follow-through with new relationships.
• Develop a thorough understanding and mastery of our Client Relations Management application.
• Perform advanced and confidential functions that include composing, signing, and distributing complex correspondence.
• Maintain confidential and sensitive information with tact, integrity and wise judgment.
• Remain highly adaptable and flexible to special projects as the needs present themselves. Qualifications/Skills
• Demonstrated prior financial office experience in a similar role.
• Existing FINRA licensing (Series 6, 7, 63, 65 and 24) is highly desirable but may consider if willing to begin the process to obtain within 6 months after hire.
• Must be able to work independently with little supervision, work collaboratively with team members and take appropriate initiative in carrying out required tasks and activities.
• Must be organized and thorough in ensuring multiple and complicated tasks are completed. Follow-up and follow-through are key to client satisfaction and fulfillment.
• Maintain highly confidential and sensitive information with full integrity.
• Strong skill with Microsoft Office products such as Outlook, Word, Excel, Publisher and use of Adobe Acrobat.
• Must have exceptional written, oral and interpersonal communication skills, both internally and externally.
• A strong interest to learn and develop skills and proficiency in understanding the many facets of wealth management for our clients.
• Experience with our CRM-Redtail, our planning system-MoneyGuide Pro and our client portal-eMoney are beneficial.
• Will need to see your Kolbe profile, if available.

Otherwise, we'll provide the Kolbe for completion. Benefits and General Information The main office is located in Biddeford, Maine; with satellite client meeting locations maintained in Portsmouth, NH. The ideal candidate will have a lot of flexibility in their work schedule around client and office team meetings. This is not a remote position. Free onsite parking. Pension Professionals is very supportive of professional skill development and training. Why Pension Professionals? For the right individual, Pension Professionals will provide an environment that is professionally challenging. If you're looking for a place to develop personally and professionally and to have the freedom to work independently and creatively, you will find our office setting ideal. The heart of our business is showing clients the freedom that comes from having their wealth support their life goals and ambitions. We're an important partner that helps show them that they can live a life they love to live. Be part of the excitement that we all share every day, every phone call, and in every meeting.

Job Type:

Full-time Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Experience:

• Financial services: 6 years (Preferred)

License/Certification:

• FINRA License (Preferred)