Administrative Assistant

Lesko Securities is seeking a driven and enthusiastic Administrative Assistant who will provide administrative support for the Financial Advisor’s by performing administrative tasks, supporting client interaction and communication, assisting with information processing and monthly reporting, and facilitation of special projects

• Duties will require excellent organizational skills, a strong willingness to learn, the ability to problem solve, and the ability to handle sensitive information with discretion

Qualifications:

• Strong communication skills, both written and oral
• Proficient in Microsoft Office with emphasis on Word, Excel, and Outlook
• Ability to work well in both independent and highly collaborative settings
• Detail oriented with ability to multi-task and follow up.
• Self-motivated with a willingness to learn
• Good problem solving and analytical skills
• A plus but not required: Licensing in securities and/or insurance industry or a degree or major in business or finance.

Training will be provided for the following responsibilities:

• Prepare and process to completion all forms and documents for new client account opening
• This includes gathering the correct forms needed, filling in the forms, sending them to the client for review and signature, submitting them to supervisor for approval, processing with appropriate custodians/departments, and adhering to various regulatory requirements/document retention policies
• Process, track, monitor, and ensure completion of all asset/money movement requests (account transfers, distributions, etc.)
• Adhere to strict compliance procedures and regulations while performing processes
• Contribute to a best-in-class experience by communicating with clients via phone, email, and in person
• Follow up with clients/custodians/partners/vendors on all tasks and forms that have been mailed or emailed

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Work Location: In person

Salary : $35,000 - $45,000