Jr Admin / Wealth Management

Jr Administrative Assistant

PrideStaff Financial is seeking a Jr Administrative Assistant for a financial broker / dealer in North Palm Beach on a temp to perm basis. Must have excellent computer and customer service skills and be very detail oriented. In this role, the Jr Admin Assistant partners closely with the Advisors and Operations teams for service request fulfillment, supporting our team for the best client experience. You will be the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities for our team.

Job Description for the Jr Admin Assistant :

• Provides service and execution support for new and ongoing client relationships.
• Gathers required documentation
• Daily account maintenance
• Prepares, reviews and verifies documents and relevant information for accuracy.
• Performs processing and ensures compliance with standard regulations and processes.
• Acts as a point of contact for clients, client teams or service partners and assist in processing transactions.
• Initiates, updates and verifies client, account, or transaction details.
• Communicate via email and phone with Financial Advisors
• Manage digital and physical document flow
• Perform general administrative support.

Competencies :

Administrative Assistant / Admin / Customer Service / Broker Dealer / Back office / Client Service Specialist

Compensation / Pay Rate (Up to) : $41,000.00 - $43,000.00