Registered Administrative Assistant

Location: Richmond, Va
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)
Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
Email:
lifetimers@fuse.net
http://www.lifetimerecruiting.com/
Phone:
(w) 513-753-4926

 
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