What are the responsibilities and job description for the Financial Services Associate position at KEATING?

Job Description

At Keating & Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.

What Keating and Associates can offer you!

Professional Development
9 paid holidays, including your birthday and a floating holiday
401(k) with company match
Employer-Paid Disability, Life Insurance, and Employee Assistance Program
Health, Vision, and Dental Plans
Dependent Care and Flexible Spending Accounts
Paid Time Off
Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more!

Learn more about us at https : / / keatinginc.com / why -keating.

Keating & Associates, Inc.

The Financial Services Associate (Account Administrator)

The Financial Services Associate (Account Administrator) will provide exceptional service to our financial advisors and clients on all investment account administrative activities. You will operate within Keating and our investment firm systems and processes and use internal resources to provide excellent account service. Going above and beyond for our clients and collaborating well with your advisor team(s) and the investment department are critical for successful service. Entry-level applications are welcomed and will be considered based on skill and company culture alignment. Training will be provided.

This position is non-exempt and can be located remotely or onsite in one of our branch offices in Lawrence, KS or Manhattan, KS. The Financial Services Associate (Account Administrator) will report to the Investment Administration Manager. The salary range is $46,000-$52,000 annually and is dependent upon relatable experience in this industry and location.

Responsibilities include and are not limited to :

Processing Money Movement requests including contributions and distributions.

Processing trades as requested by advisors.

Tracking Required Minimum Distributions on all advisor accounts.

Timely responses to client and advisor requests via phone call and email.

Initiating and completing account transfers and rollovers.

Daily tasks involving phone calls and email requests.

Running reporting as requested by advisors.

Maintaining client accounts.

Continued follow up on tasks not yet completed.

All other duties as assigned.

Desired skills include and are not limited to :

Strong attention to detail

Able to exercise independent judgment and maintain ethics

Deliver clear, effective communication across all mediums

Takes initiative to move tasks forward and resolve issues quickly

Personable, service oriented, and collaborative

Savvy with learning new technology and helping clients overcome technology challenges to service

Strong follow through and organizational skills to track casework to completion

Demonstrated success working with a remote team and clients

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Salary : $46,000 - $52,000

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Financial Services Associate

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