What are the responsibilities and job description for the Client Services/Executive Assistant/Office Operations Manager position at Cornerstone Advisory?
Job Description: 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 prioritize our clients' best interests, providing sound investment management, retirement, educational, and financial planning.
Responsibilities:
- Provide administrative support to principals and advisors.
- Proactively identify tasks to attract and onboard new clients.
- Schedule appointments and prepare advisors for 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.
Customer Service:
- Assist new clients through the onboarding process.
- Help clients with account maintenance and money movement.
- Anticipate client needs and offer assistance.
Administrative Tasks:
Manage assigned tasks and projects.
Requirements:
We seek an intelligent individual with excellent communication skills, attention to detail, a strong work ethic, and customer service experience. The ideal candidate is proficient in Microsoft Office/Excel.
Required: At least 5 years of office work experience.
Preferred: Associate degree, bachelor's degree, or series licenses 7, 63, 65, or 66.
Experience with Orion investment software, CRM databases, and investment software is beneficial.
Benefits:
Competitive salaries, intellectually stimulating work, work-life balance, a tight-knit team, and growth potential.
Paid holidays, vacation time, health insurance, life insurance, disability insurance, 401K, and employer matching are included.
