70 applicants
Risk Strategies Company · 6 days ago
Wealth Advisor Executive Administrative Assistant
Garden City, NY
Full-time
Onsite
Entry Level
$26.45/hr - $31/hr
2+ years exp
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Hiring Manager
Andrew Bruno
Insider Connection @Risk Strategies Company
Responsibilities
Answer phones, schedule appointments, and prepare materials for client meetings
Keep client management systems up-to-date with client information
Assist with information and documentation requirements for new and existing accounts.
Proactive outreach to clients and advisors on time-sensitive activities
Assist with account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
Educate clients on account services, capabilities, and new technology
Qualification
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Required
2+ Years in a similar role or as an administrative professional
Knowledge and understanding of financial terms, strategies, and products
Comfortable with Microsoft suite of products: Excel, Word, Outlook, PowerPoint
Preferred
Experience with a similar role with a wealth advisory firm is a plus, but not required
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Life Insurance
Retirement Savings
Paid Time Off
Paid Holidays
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions.
1,001-5,000 employees
H1B Sponsorship
Risk Strategies Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (3)
2022 (3)
2021 (4)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-20Acquired· by Kelso & Company
Leadership Team
Lawrence Hartley
Senior Vice President
Joe Dendas
Managing Director
Recent News
globallegalchronicle.com
2023-10-10
Company data provided by crunchbase
