Financial Administrator
Company: Legacy Investment Services
Location: Appleton
Posted on: January 21, 2023
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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:
Administrative
--- 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
Investments:
--- Must become familiar with investment platforms
--- Prepare and send client quarterly reports
--- Be familiar with end-of-year tax reporting
Marketing:
--- 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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here to apply!
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