Senior Administrative Assistant "Senior Administrator"
Company: GINSBURG FINANCIAL ADVISORS
Location: Oakland
Posted on: May 15, 2022
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Job Description:
Job Description We are looking for a full time Senior
Administrator with a service oriented attitude seeking long-term
employment to join us and work with our client advisors,
professional staff and valued clients in our Montclair Village
(Oakland) office. Description of Ideal Candidate We are seeking a
well-organized seasoned office professional with at least ten years
of business experience, preferably in financial services, with a
proven track record of success demonstrated by career progression.
The ideal candidate will have experience in the wealth management
sector of the financial services industry, knowledge of opening
brokerage accounts, transfers, distributions and other cashiering
functions, enjoy being part of a team and will thrive in our very
fast-paced environment. As we are a small office, the role will
include diverse projects and duties, including but not limited to,
billing and accounting, and supporting the entire office in
delivering excellent service to our happy clients. Frequent contact
with affiliated broker-dealer corporate office staff, vendors and
clients in person, by phone and email will be required. Duties and
Responsibilities include but are not limited to: -- Frequent
contact with clients by phone, in person and email; respond to
requests for information, draft correspondence, initiate actions as
appropriate -- Perform client service related duties and special
projects as required -- Hands-on processing of documents and
correspondence to our service providers -- Assist with production
and distribution of quarterly and annual client reports, and
financial planning documents -- Opening investment accounts and
facilitating the transfer of client assets and distributions to
clients from their accounts -- Tracking progress on all
client-related processes -- Developing, organizing and maintaining
electronic filing systems -- Data management; operational support
for investment activity, including some data entry -- Document
management including filing, scanning, copying, faxing, and
handling incoming/outgoing mail -- Provide administrative support
to client advisors and professional staff Executive Assistant
duties as required to firm's sole owner (maintain calendar;
screening of calls; travel arrangements) -- This is not a
telecommuting or remote work opportunity Skills Requirements and
Essential Knowledge -- Proficiency in Microsoft Office (excel,
word, outlook, etc.) -- Excellent written and verbal communication
abilities -- Experience working with numbers -- Analytical aptitude
with thorough attention to accuracy and detail -- Flexible; able to
multi-task, plan ahead, naturally goal oriented -- Self-starter;
anticipation of the needs of others -- Demonstrate accountability
and ownership of issues in the workplace -- Personal maturity and
professional focus -- Strong ethics, anticipation, intelligence, an
energetic and positive attitude -- Good humor a plus In exchange
for the opportunity to be part of a company that does meaningful
and fulfilling work, we offer competitive salary, 401(k) plan and
profit sharing participation; employer paid medical insurance, paid
vacation, and paid parking. Career growth opportunities are
available. We are a successful, 40 year old, stable, growing,
progressive 7 person independent financial planning and investment
management firm located in Oakland's Montclair Village Business
District. Our company has developed new client relationships only
by referrals from our existing clientele and other professionals
for well over twenty-five years. Via email (with attachments): If
you meet the qualifications, please send your resume and a
personalized cover letter that tells us a little bit about you.
Please include your salary requirements. Please note, when an offer
is extended the following may occur: verification of professional
and personal references, education and prior employment; credit
check; criminal background check; personality profile testing. We
comply with the federal regulations of FINRA and the SEC. We
require confirmation of full Covid-19 vaccination and booster to
keep our clientele and all of our staff healthy and safe.
Keywords: GINSBURG FINANCIAL ADVISORS, Oakland , Senior Administrative Assistant "Senior Administrator", Administration, Clerical , Oakland, California
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