Our Client Service Administrator works with one of our independent investment advisor teams located in Philadelphia, PA. Our practice provides investment advisory and financial planning services for high net worth individuals and corporate executives.
Job Description:
- The applicant should have administrative experience processing detailed information.
- Some back-office experience supporting financial advisors in a financial planning and/or brokerage environment would be helpful but not required.
- Applicant must be self-motivated, detail oriented, with strong verbal and written communication skills.
- The ability to handle multiple assignments is critical, as is the ability to work both independently and as a team member.
- Ideal candidates have demonstrated a good work ethic, team first attitude and attentive detail processing administrative work.
- Candidates must be highly motivated and interested in taking the initiative for their own personal growth and development.
- Knowledge of Microsoft Office (specifically Excel) is important.
- Prepare and process account-opening and maintenance documents, including transfer and custodial forms.
- Assemble new client paperwork packets and printed reports for meetings.
- Provide administrative support for investment advisory and financial planning services.
- Coordinate with custodians to ensure smooth account setup, funding, and transfers.
- Maintain accurate client records and handle time-sensitive mail, checks, and forms.
- Support advisors by preparing review packets, reports, and managing courier and mail logistics.
- Assist with scheduling and organizing in-office meetings and client mailings.
- Work in the office for at least two business days.
- High school diploma is required.
myCIO rewards its team members’ hard efforts with attractive salaries and top tier performance bonus and profit sharing plans.
