Professional Client Service Administrator

Professional Client Service Administrator

As a Professional Client Service Administrator, you will perform a role supporting a wealth advisory office.You will be part of a fee-based financial planning practice and will provide client support and administrative assistance to a team of financial professionals.You will provide support including but not limited to preparation of documents for client meetings, client presentations, client file maintenance, letters to clients, calendar management, new business processing, and general support for the team.

Location : Plantation, FL

Role Type : Full Time (on site)

Salary : $70,000 - $80,000 per year + annual bonus

• Actual compensation offered will be determined individually, based ona number ofjob-related factors, including location, skills, experience, and education.
• Our competitive salaries are just onecomponentofOsaic'stotal compensation package.Additionalbenefitsincludehealth, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page : https : / / careers.osaic.com / Creative / Benefits

Responsibilities :

Administrative Assistance

Wealth Advisory Assistance

Education Requirements :

Basic Requirements :

Preferred Requirements :

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and / or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

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