Looking for a highly experienced and self-sufficient Financial Administrator with previous experience a background in supporting financial advisors and handling complex tasks related to account management and high-net-worth clients.

Responsibilities/Requirements

• 5+ Years of CSA Experience- Must have a solid track record in client service and administrative roles within the financial services industry, with significant exposure to high-net-worth clients and account management.
• Experience working alongside financial advisors, assisting with client communications, account openings, transactions, and supporting them through the entire lifecycle of client interactions.
• Ability to independently monitor and manage multiple tasks, ensure timely follow-up, and handle outstanding information or paperwork without constant oversight.
• Familiarity with essential financial terms and processes, including the distinction between IRAs, individual accounts, investment products, and the various transaction types.
• Series 7 & 66 Licenses are required to be fully licensed (or willing to obtain if not already) to engage in activities related to securities trading and investment management. However, if a candidate brings substantial experience to the table and is not currently licensed, there may be room for flexibility.
• Background and credit check required

Salary & Compensation

• Base Salary : $60,000 - $75,000, with potential for bonuses depending on performance and experience.
• Extremely robust retirement plan with employer match, profit share and a pension.
• Health insurance not offered but we can provide a healthcare stipend if needed