The Senior Account Administrator will provide exceptional service to our financial advisors and clients on all investment account administrative activities. You will operate within Keating and our investment firm systems and processes and use internal resources to provide excellent account service. Going above and beyond for our clients and collaborating well with your advisor team(s) and the investment department are critical for successful service.
This position is non-exempt and can be located remotely or onsite in one of our branch offices. The Senior Account Administrator will report to the Branch Manager. Salary range is $46,000-$59,000 annually.
Responsibilities include, but are not limited to:
processing Money Movement requests including contributions and distributions
processing trades as requested by advisors
tracking Required Minimum Distributions on all advisor accounts
timely responses to client and advisor requests via phone call and email
initiating and completing account transfers and rollovers
daily tasks involving phone calls and email requests.
running Raymond James reporting as requested by advisors
maintaining client accounts
continued follow up on tasks not yet completed
assist clients with reconnecting log-in information to various vendors and systems
gathering data fields from clients and staff to update via the back-office to ensure books and records are current
all other duties as assigned
Desired skills include, but are not limited to:
Strong attention to detail
At least five yearsof related experience in a financial institution *Required for a Senior position. Willing to consider less experience provided the right fit for team and client needs
Able to exercise independent judgment and maintain ethics
Deliver clear, effective communication across all mediums
Takes initiative to solve problems
Personable, service oriented, and collaborative
Savvy with new technology
Strong follow through and organizational skills
Powered by JazzHR
jjYHVak22S
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Internet Publishing
Referrals increase your chances of interviewing at KEATING by 2x