Administrative Coordinator - Wealth Management Industry! - Ultimate Staffing Services

You will play a vital role in supporting daily operational tasks such as managing incoming and outgoing client account funds, responding to advisor inquiries, and utilizing a CRM system to organize and track tasks for the Operations and Compliance teams. A key responsibility will be onboarding clients, including managing associated forms and workflows.

Key Responsibilities:

• Provide operational support to internal teams, addressing accounting, compliance, and operational activities promptly.
• Monitor and manage client accounts across various systems, ensuring appropriate action is taken to resolve issues or process activities.
• Collaborate with other departments to resolve challenges, enhance efficiency, and contribute to team projects.
• Review daily tasks and team performance, ensuring alignment with departmental standards.
• Offer feedback to supervisors to maintain smooth workflows and improve operations.
• Document and uphold adherence to policies, procedures, and internal controls through CRM systems and email communication.
• Assist with key projects such as advisor onboarding, opening new accounts, and maintaining existing accounts.

Qualifications:

• Bachelor's degree in Business, Organizational Management, or a related field.
• 0-2 years of relevant work experience (training provided).
  • Prior client-facing or customer service experience is beneficial (e.g., roles in hospitality, banking, or retail sales).
  • Experience assisting remote advisors is a plus, particularly in tasks like account setup, paperwork, fund transfers, and client onboarding.
• Proficiency in Microsoft Office 365.

Skills & Competencies:

• All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.