Professional Client Service Administrator

OsaicFort Lauderdale, FL, US

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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 on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include health, 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.

Responsibilities :

Administrative Assistance

Maintains a "predictable environment" for clients and team members
Prepares documents and presentations
Schedules client meetings
Creates, gathers and organizes collateral for client meetings
Answers incoming correspondence via phone and email
Provides fee planning, investment & insurance processing support
Maintains client records, CRM database and compliance files
Handles sensitive, confidential, proprietary information with discretion
Types documents, letters and other memoranda
Greets and directs visitors and act as the primary resource for internal and external contacts, facilitating a professional image of Osaic Advisors
Orders supplies and coordinates routine maintenance and repairs to office equipment
Develops working knowledge of any systems as they may be implemented

Wealth Advisory Assistance

Administers all business in accordance with FINRA, SEC, MSRB and OCC regulations while adhering to company policies and procedures

Assists with completion of fee planning contracts, investment and insurance applications, as necessary

Maintains integrity of client asset record system and vendor lists

Interfaces with broker / dealer, brokerage, fund companies, custodians and insurance companies as necessary

Familiar with CRM tools : Salesforce and Practifi

Tracks fees paid and contracts signed. Follows up with clients on outstanding payments

Assists the team in maintaining a compliant practice

Understands and adheres to policies regarding support from wholesalers, compliance approval for documents, proper use of stationery / business cards, and other required procedures

Assists clients and team members to the extent possible based on licensing and / or registrations

All other duties as assigned

Education Requirements :

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements :

3-5+ years of relevant experience in administrative support that directly aligns with the specific responsibilities for this position

A demonstrated track record of consistently meeting and / or exceeding performance expectations

Possesses a bias for action and avoids workplace distractions

Drives performance targets to completion

Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) & Adobe Acrobat (Standard)

Preferred Requirements :

Financial Services experience preferred

FINRA Series 7 and / or 65 preferred

Life and Health insurance preferred

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Service Professional • Fort Lauderdale, FL, US