Client Service Administrative Assistant

Job Summary

Key Deliverables and Responsibilities

• Provide administrative and operational support to financial advisors and team members.
• Maintain accurate client records using CRM systems, financial software, and other technology platforms.
• Aid in preparing client meeting materials, reports, presentations, and deliverables.
• Support client account paperwork and documentation processing.
• Handle beneficiary, RMD, and QCD documentation.
• Follow up with clients and financial institutions to resolve outstanding items.
• Assist in resolving "Not in Good Order" account issues.
• Answer incoming phone calls and provide exceptional client service.
• Collaborate with team members to improve workflows, processes, and the overall client experience.
• Maintain professionalism and confidentiality in all client interactions.

Qualifications

• Two or more years of related administrative, client service, or financial services experience.
• Experience supporting advisors, financial planners, or client service teams is preferred.

Location

Hybrid (in-office 3 days/week) in Phoenix, AZ, Fairfield, IA, or Des Plaines, IL, or West Des Moines, IA