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Wealth Advisor Assistant/Office Coordinator

Job ID 4935BR Date posted 06/23/2016
One of our LPL branch offices in Boston, MA is actively seeking a full-time, experienced, Wealth Advisor Assistant/Office Coordinator.  We are looking for a highly organized, professional, self-motivated and energetic individual to join our team to provide administrative, operational, and customer service support.

Duties include:

Administrative Duties:
  • Calendar management of senior partners
  • Proactive coordination of client meetings and events
  • Scheduling, coordinating meeting space between our offices
    • Willingness to spend a few days per month in our Westborough office
  • Assisting advisor with meeting preparation and presentation formats.  This would include operations/forms as well as proposal, presentation, printing, collating, etc.
  • Data Gathering (new and existing clients), organizing and collecting financial planning data
  • Interacting with clients and advisors to onboard and service clients, both in-person and remotely
  • Utilizing Salesforce CRM to assign internal tasks/delegating workflow, as well as scheduling.
  • Managing and organizing internal data
  • Maintaining office supply stock

Operations Duties:
  • Project management – overseeing and tracking client initiatives and internal projects
  • Assisting with preparation of account forms, electronic signatures, and delivery of forms
  • Coordinating payouts and cash operations (journals, transfers, RMDs)
  • Account Opening / Account Maintenance
  • Assisting with maintaining online client account access platform and financial planning platform
  • Assisting with account issues
  • Marketing Regulatory Review submissions
  • Assist with Tax Information/CPA requests – coordination with outside professionals

  • Excellent organizational skills; detail oriented
  • Strong customer service skills
  • Good written and verbal communication skills
  • Ability to manage and prioritize multiple ongoing activities
  • Ability to work independently as well as function as part of a team
  • Strong MS Office skills – Word, Excel, PowerPoint proficiency required
  • Experience with CRM systems.  Salesforce CRM experience a plus
  • College degree preferred
  • Previous experience in the financial services industry a plus

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  • Administrative, Boston, Massachusetts, United StatesRemove