Description:

• Strong focused client communication strategy that will always exceed client expectations. - Manage the day-to-day operations of our client base. Answer questions, move money, send out checks, - Opening new client accounts, handle paperwork, send emails, etc. - Schedule appointments and manage office calendars. - Deal with daily calls to/from LPL Financial our Broker Dealer. - File and organize documents and records. - Answer phone calls and direct inquiries to the appropriate department. - Provide administrative support to various departments as needed. - Helps an organization or department by performing administrative services including filing, mailing, paying bills, running errands, managing office supply inventory and completing project-based assigned work. - Arranges meetings, conference calls and appointments.

Skills:

series 6, series 7, finance, Administrative support, Financial services, Banking, Mutual fund, Scheduling coordinating, Brokerage, Financial, Office support

Top Skills Details:

series 6,series 7,finance,Administrative support

Additional Skills & Qualifications:

• Knowledge of Retail CRM or having successfully worked in an LPL Financial office a SUPER plus. - Five years Plus of experience in a financial office environment, preferably working with Financial advisors and their clients. - Considerable knowledge of the securities industry and the everyday operations of a very active RIA or Brokerage office business. - Superior interpersonal, verbal and written skills. - Proficient with various computer software programs. - Based on duties, previously having worked at a major banks Wealth Management division may be acceptable. - Ability to handle client's with tact and diplomacy. - Outstanding written and communication skills. - Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously. - Basic understanding of RIA and brokerage regulations and rules that govern client accounts. - Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.

Experience Level:

Intermediate Level

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

Diversity, Equity & Inclusion

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

• Hiring diverse talent

• Maintaining an inclusive environment through persistent self-reflection

• Building a culture of care, engagement, and recognition with clear outcomes

• Ensuring growth opportunities for our people

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.