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Financial Administrative Assistant

Financial Administrative Assistant

hein wealth tax solutionsJupiter, FL

3 days ago

Financial Clerks, All OtherSecretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveOffice Clerks, General
Portfolio Management and Investment AdviceMiscellaneous IntermediationOffices of Certified Public Accountants
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At Hein Wealth & Tax Solutions, you'll join a close-knit, professional team where your work directly supports meaningful client relationships and real-life financial decisions. As a Client Service Associate, you'll be a key part of an organized planning process—working closely with advisors, managing client accounts and paperwork, and ensuring a smooth, high-touch client experience. We offer a supportive environment, clear processes, and the opportunity to learn and grow within financial services. If you're detail-oriented, proactive, and take pride in doing things the right way, this role offers purpose, stability, and room to develop your skills.
Responsibilities:
  • Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms
  • Complete paperwork to fund Alternative Investments and Annuities
  • Maintain and update information in the CRM System
  • Handle requests for transfers of funds in and out of accounts
  • Front desk meets and greets clients
  • Answer basic client questions (not including financial/investment advice)
  • Research products and product pricing, and contact carriers for information
  • Set up and retrieve reports in the portfolio management system
  • Help manage social media and marketing campaigns
  • Assist the Client Service Administrator in day-to-day duties
  • Other responsibilities as assigned by the lead advisor Qualifications:
  • Positive attitude, customer-oriented
  • Detail-oriented with the ability to manage a full plate of tasks concurrently, with the ability to track progress and follow up accordingly
  • Ability to learn a new Client Service Online Platform
  • Proficient with Windows-based software, including MS Word, Excel, and Adobe
  • Understands how to properly complete paperwork that has not previously been encountered by reading instructions, following precedent, or calling for assistance
  • Ability to ask questions when not sure of something
  • Brokerage Experience preferred
  • High School Degree required
  • Associate's degree or higher preferred
  • Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms
  • Complete paperwork to fund Alternative Investments and Annuities
  • Maintain and update information in the CRM System
  • Handle requests for transfers of funds in and out of accounts
  • Front desk meets and greets clients
  • Answer basic client questions (not including financial/investment advice)
  • Research products and product pricing, and contact carriers for information
  • Set up and retrieve reports in the portfolio management system
  • Help manage social media and marketing campaigns
  • Assist the Client Service Administrator in day-to-day duties
  • Other responsibilities as assigned by the lead advisor

Also on the board Same function, level within a rung

Level

Mid

Location

Jupiter, FL

Occupation

Financial Clerks, All Other

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

Apply for this role →