Professional Client Service Administrator

Administrative Support Opportunity in Financial Services

Professional Client Service Administrator

Location(s):   900 S. Pine Island Rd Suite 650, Plantation, FL 33324

This role is full time in office.

Role Type: Full time

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: https://careers.osaic.com/Creative/Benefits 

Summary:

As a Professional Client Service Administrator, you will perform a dual role supporting leadership administrative activities as well as support 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.

Responsibilities:

• 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
• 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
• Interfaces with broker/dealer, brokerage, fund companies, custodians and insurance companies as necessary
• Tracks fees paid and contracts signed. Follows up with clients on outstanding payments

Education Requirements:

• Bachelor’s Degree from accredited university preferred, High School Diploma or equivalent (GED) is required.

Basic Requirements:

2-5+ 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
• Series 7 and/or 65
• Life and Health insurance

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.