Administrative Assistant

Integrated WealthCare - Durham, NC

30+ days ago

Integrated WealthCare is seeking a multi-faceted administrative assistant.

The ideal candidate is dynamic, exceptionally detail oriented, dedicated, with a desire to grow into a more aggressive and complex role. Financial industry experience highly preferred.

Responsibilities include:

  • Interface with team members in three offices in preparation for client meetings
  • Document filing and app management (give updates on software changes to team, manage filing employee’s efficiency & accuracy, double check timesheet, etc.)
  • Managing and tracking mail, including UPS and mass mail projects.
  • Data entry to support client meeting preparation.
  • Commission tracking and data entry.
  • Manage CRM data, including:
  • Entering customer data
  • Updating customer data (and finding appropriate forms from appropriate vendors if those updates, such as an address change, require it).
  • CRM Reporting * Manage vendor relationships and issues, including billing.
  • General office administrative duties Prepare, flag, and send new account documents to clients with appropriate disclosures and instructions, including RIA paperwork.
  • Prepare and process account maintenance, across all systems & custodians, including:
  • Change of address/personal information forms
  • Beneficiary Change forms
  • Name change updates
  • Account Registrations changes * Review client meeting notes as they come in, create & assign tasks in CRM.
  • Perform word processing (Word), spreadsheet (Excel) and presentation (PowerPoint) documents and reports
  • Ordering supplies as needed

Upward mobility opportunities to include marketing, client interactions, sales as appropriate.

Job Type: Full-time

Salary: $32,000.00 to $34,500.00 /year