What are the responsibilities and job description for the Client Services/Executive Assistant/Office Operations Manager position at Cornerstone Advisory?
Job Description : Client Services / Executive Assistant / Office Operations Manager
Location : Hunt Valley, MD
About our firm :
We are a fast-growing wealth management firm with offices in Severna Park and Hunt Valley, Maryland. As a Registered Investment Advisory firm, we always put our clients’ best-interest first, providing them with sound investment management as well as retirement, educational, and financial planning.
Responsibilities :
Provide excellent administrative support to principals and / or advisors.
- Proactively identify and complete tasks that will help advisors attract and onboard new clients.
- Schedule appointments with clients and prospects and prepare advisors for the meetings.
- Greet guests and respond to client inquiries.
- Place trades as requested.
- Prepare correspondence.
- Maintain accurate and complete paper and electronic files.
- Maintain data and run performance reports.
Provide excellent customer service.
Manage administrative tasks and projects as assigned.
Skills, qualities, and experience :
We are looking to add an intelligent individual to our team who possesses excellent communication skills, is detail-oriented, takes ownership of their work, enjoys customer service, and thrives in a fast-paced environment. The ideal candidate will be proficient in Microsoft Office / Excel.
Required : At least 5 years’ office work experience. Preferred, but not required : Associate degree, bachelor’s degree and / or series licenses 7, 63, 65, or 66. Experience with Orion investment software, CRM databases and investment software is a plus.
Please note that background checks will be conducted on final candidates, including a credit score check.
We offer :
Our employees enjoy competitive salaries, intellectually stimulating work, work / life balance, a tight-knit team, and growth potential. Benefits include paid holidays, vacation time, health insurance, life insurance, disability insurance, 401K, and employer matching.
