O'Hare Wealth Management · 1 day ago
Client Administrative Manager
Mequon, WI
Full-time
Onsite
Mid Level
$60K/yr - $80K/yrO'Hare Wealth Management is a leading independent private financial services firm providing comprehensive financial solutions. The Client Administrative Manager is responsible for operational and administrative support to Financial Advisors, enhancing client experiences through exceptional service and maintaining client relationships.
Financial Services
Hiring Manager
Joshua Leber
Responsibilities
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Able to work between 8 am to 5 pm Monday - Friday (7.5 hours daily.)
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance
Qualification
Required
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner
Establish and maintain effective working relationships at all levels of the organization
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Preferred
Bachelor's degree in business or in related field
Experience in brokerage operation and compliance experience in the financial services industry
FINRA Series 7 and 66 (or 63 and 65)
Company
O'Hare Wealth Management
Our philosophy is simple: excellence in wealth management.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase