Summary of responsibilities

This part-time position provides administrative support to the advisor and customer service support to the advisor’s clients in the firm's day-to-day operations.

Principal responsibilities

• Onboard new client accounts, which includes the collection of required documentation and client information within the appropriate turn around time.
• Perform administrative duties that support the advisors in daily business practices, including but not limited to, telephone coverage, coordination of client meetings and calendar maintenance.
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events.
• Place trades through Commonwealth at advisor’s direction, if licensed.
• Maintain updated client contact records using CRM system.
• Follow up on outstanding client transactions (e.g., transfers).
• Maintain up-to-date, organized client files, including copies of all signed applications and forms, according to Commonwealth’s Compliance requirements.
• Track pending business paperwork; update pending business summary sheet for advisor’s attention when documents are outstanding; track and tally all outstanding work
• Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisor

Required knowledge/skills/competencies

• High attention to detail and superior organizational skills
• Three years experience in an administrative role or experience in financial services
• Exceptional customer service experience
• Proficiency in MS Office Suite (e.g., Word, Excel)
• Ability to effectively prioritize workload and meet deadlines

Contact:
John Patrick Foley

john@e-3-fp.com

Job Type: Part-time

Pay: $27.00 - $30.00 per hour

Expected hours: 20 per week

Schedule:

• Day shift
• Monday to Friday

Ability to Relocate:

• Needham Heights, MA 02494: Relocate before starting work (Required)

Work Location: In person