Administration Specialists

Fortuna Wealth is hiring!

Position: Administration Specialists

Location: Boca Raton, FL

Hours: [20-25/Week]

Pay: $15-$23/hour based on experience

About Us:

Fortuna Wealth is a dynamic and innovative player in the finance industry, dedicated to helping our clients achieve their financial goals.

Primary Responsibilities:

This role involves a wide range of administrative tasks to support the daily operations of our financial advisory team.

• Administrative Support: Provide administrative assistance to Financial Advisors, including phone coverage, coordinating client meetings, and managing calendars.

• Meeting Preparation: Prepare materials needed for upcoming client meetings.

• Client Data Management: Gather and organize client information for financial planning purposes.

• Scheduling: Arrange client meetings for Advisors.

• Appointment Management: Conduct reminder calls for client appointments and follow-ups.

• Account Maintenance: Onboard and maintain client accounts, including collecting necessary documentation and processing transactions (e.g., account opening, maintenance, fund transfers).

• Communication: Proactively communicate with Advisors, clients, custodians, and team members.

• Telephone Coverage: Professionally handle incoming calls and maintain continuous phone coverage.

• Document Management: Complete daily tasks such as electronic filing, scanning, and mailing correspondence.

• CRM Maintenance: Enter and update client data in the CRM software.

• Message Handling: Manage inbound and outbound calls, taking detailed messages as needed.

• Collaboration: Coordinate with other team members to address client requests.

• Additional Duties: Perform other related duties and projects as assigned.

Requirements:

·        Strong analytical and problem-solving skills.

·        Proficiency in MS Excel and Microsoft 365.

·        Excellent communication and teamwork skills.