Administrative Specialist / Wealth Management

Administrative Specialist / Wealth Management

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for an Administrative Specialist / Wealth Management in Saint Louis. Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today. Contract Duration : 3 months

Required Skills & Experience

2+ years of administrative or business support experience, or equivalent demonstrated through one or a combination of the following : work or consulting experience, training, military experience, education. Strong attention to detail and accuracy skills Strong organization, multitasking, and prioritization skills, including time management Excellent verbal, written and interpersonal communication skills Excellent service focus, including responding to requests in a timely manner Intermediate Microsoft Office Skills Financial industry experience

What You Will Be Doing

Support business execution; proactively seek ways to improve processes. Perform moderately complex administrative support tasks. Receive direction from supervisor and escalate non-routine questions. Interact with client personnel on a range of information. Maintain real-time tracking of each candidate's progress through the Pre-Registration process. Review Pre-Registration forms for completeness and accuracy prior to submission. Ensure all required information is present using the provided checklist. Respond promptly to requests and inquiries to prevent delays in the onboarding process. Compile and submit batch upload spreadsheets for background checks using the provided framework. Serve as the primary point of contact between Pre-Registration / Registration teams and employees / managers. Coordinate requests and gather necessary documentation or information as needed. Facilitate a smooth handoff of candidate files and status updates to the Registration team for next steps. Conduct thorough reviews of applicants' Pre-Registration backgrounds. Submit fingerprints to FINRA in accordance with regulatory requirements. Process amendments to Form U4 as needed. Collect, organize, and retain all relevant documents for each applicant's Registration file. Organization : Maintain structured workflows and accurate records. Attention to Detail : Ensure completeness and compliance in all submissions and communications. Communication : Foster clear, timely, and professional interactions across teams and stakeholders.

You will receive the following benefits : Medical Insurance - Four medical plans to choose from for you and your family Dental & Orthodontia Benefits Vision Benefits Health Savings Account (HSA) Health and Dependent Care Flexible Spending Accounts Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance Hospital Indemnity Insurance 401(k) including match with pre and post-tax options Paid Sick Time Leave Legal and Identity Protection Plans Pre-tax Commuter Benefit 529 College Saver Plan