Virtual Administrative Services Specialist

Virtual Administrative Assistant in Financial Services

Virtual Administrative Services Specialist

Location:

2300 Windy Ridge Parkway, Atlanta, GA 30339

877 Executive Center Drive West, St. Petersburg, FL 33702

7755 Third Street North, Oakdale, MN 55128

12325 Port Grace Boulevard, La Vista, NE 68128

18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

4250 Veterans Memorial Hwy, Suite 420E Holbrook, NY 11741

Role Type:Full time

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.

Compensation: $50,000 - $60,000 plus an annual performance bonus

Summary:

We are looking for a client support associate to work in the firm's Virtual Administrative Services (VAS) program. This individual will aid in answering incoming calls and emails, communicate needs and details of client interactions to investment professionals, prepare for client meetings and perform administrative tasks.

Responsibilities:

• Answer all incoming client calls into the Virtual Administrative Services (VAS) Client Calls and Emails queue and inform the respective advisor of the call details
• Review and respond to client emails received into VAS-subscribed advisors' inboxes
• Prepare all VAS physical mailings
• Log all time spent with advisors and their clients into AP Support, powered by Salesforce
• Give support in preparation of client meetings for VAS-subscribed advisors
• Aid VAS team in performing administrative tasks for VAS-subscribed advisors, including assisting in keeping the AP queues up to date, entering NAFs, opening accounts, updating accounts, filling out paperwork, answering VAS emails, bolstering business, and communicating with vendors
• Act as the subject matter expert on all business processes, as well as all web services platforms
• Assist investment professionals in the navigation of AP's internal and external processes
• Solicit and log all requests for technology or process enhancement

Education Requirements:

• Bachelor's degree (or currently working on one) with a focus in business administration, management, accounting, or finance

Basic Requirements:

• Possess excessive knowledge of web meeting and e-learning tools/methodologies
• Ability to take direction based on the goals of the broker/dealer and RIA
• Possess a strong sense of initiative and a self-motivated, self-starter who can work independently and anticipate needs, as well as work well with team members
• Must be able to multi-task and work under tight deadlines
• Excellent organizational skills and ability to problem solve
• Ability to understand and present complex technical information to technical and non-technical audiences
• Ability to adapt to changing assignments and multiple priorities
• Strong presentation, speaking and writing skills, as well as the ability to communicate information clearly
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
• Technically proficient with digital media and web-based communications systems

Preferred Requirements:

• Two years' experience in the financial industry required; knowledge of all registrations, account types and investment products, as well as how each security works, preferred
• Call center, customer service, training and/or education experience preferred
• Knowledge of Salesforce, ETI Quik, Albridge and XTIVA web services preferred