Valley Consulting Partners LLC · 9 hours ago
Administrative Assistant (Operations Wealth Management)
Novato, CA
Full-time
Onsite
Entry Level
$55K/yr - $75K/yr
2+ years expValley Consulting Partners LLC is a company that provides financial and retirement planning services. They are seeking an Administrative Assistant to ensure high client satisfaction through exceptional service and efficient handling of operational and administrative tasks.
Human Resources
Hiring Manager
Patrick Skeivik
Responsibilities
Support high client satisfaction rates through excellent customer service, prompt follow-up to client inquiries, and proactive problem-solving skills
Monitor and process client requests and prepare paperwork including, but not limited to, opening new accounts, closing accounts, insurance applications, transferring assets, deposits, withdrawals, account title changes, address changes, etc
Assist with the client onboarding process
Manage client Required Minimum Distribution (RMD’s) report
Send requested documentation to clients regarding account activity
Provide new users/clients with technology assistance and training, as needed
Participate in client meetings as needed
Track all client updates and interactions in CRM (Redtail), as well as assign and complete client-related tasks in CRM via Workflows
Work with the team to address workflow issues as needed
Prepare client review materials and ensure that data required for review is accurate
Work seamlessly with broker dealer to handle client service requests, escalating issues when appropriate and making suggestions for improvement to their systems and processes
Maintain physical and electronic client files
Receive and distribute mail, packages, and confidential documents
Coordinate client gifts, cards, and flowers to acknowledge milestones and life events
Other duties as assigned
Qualification
Required
Minimum 2 years of operations, customer support, or administrative experience
Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs
Strong problem resolution skills
Detail-oriented with a high degree of accuracy
Exceptional organizational skills: ability to multi-task and follow up to meet deadlines
Highly competent computer skills and advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Zoom, Adobe Acrobat, RingCentral, Calendly
Exceptional oral, written, and interpersonal communication skills
Impeccable ability to maintain confidentiality and integrity
Energetic, eager to learn, and willing to cooperate in a team environment as a team player
Preferred
Experience in wealth management or financial experience preferred
Familiarity with eMoney, Pershing (NetX360), Assetmark, Redtail preferred
Benefits
401(k) retirement plan with employer match contribution
Paid vacation
Sick
Personal
And holiday hours
Health care stipend
Company
Valley Consulting Partners LLC
We offer a wide range of people-centric solutions designed to meet the unique needs for Businesses and Professionals.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase