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Financial Administrator

Company: Legacy Investment Services
Location: Appleton
Posted on: January 21, 2023

Job Description:

Legacy Investment Services is a successful wealth management firm that is looking for a full-time (minimum 30 hours/wk) Financial Services Administrator to handle all administrative functions. This person is someone who likes taking the initiative on a project and puts smiles on clients' faces. Attention to detail and organization is required. Salary commensurate with experience/background working for an independent financial advisor, brokerage, or financial services firm Duties to include but not limited to:

--- Ability to interface with insurance and investment vendors
--- Prepare and send quarterly client reports
--- Tracking and reporting of advisor commissions
--- Investment policy service
--- Scanning documents into Redtail
--- Entering data into the CRM system
--- Manage all paperwork for applications and submissions
--- Enter data into Emoney and Financial Profiles

--- Must become familiar with investment platforms
--- Prepare and send client quarterly reports
--- Be familiar with end-of-year tax reporting

--- Prepare and initiate monthly client communications; Including monthly reports, newsletters
--- Keep email lists current
--- Help to coordinate seminars/client events
--- Responsible for client communications (letters, correspondence, etc.)
--- Make sure the website is current
Must be proficient in:

---Microsoft Office Excel
---Contact data systems
---Familiarity with Redtail is a plus

Filling out forms and being able to get work done on their own are the most essential qualities.

This is a great opportunity for the right person. If that's you, do not hesitate to apply.

Keywords: Legacy Investment Services, Appleton , Financial Administrator, Accounting, Auditing , Appleton, Wisconsin

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