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: Severna Park, 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:
- Walk new clients, step-by-step, through the onboarding process.
- Assist clients with account maintenance and money movement.
- Anticipate client needs and offer assistance.
Manage administrative tasks and projects as assigned:
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.
Requirements:
- 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.
Benefits:
We offer 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.
