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Urgent! Jr Admin / Wealth Management Job Opening In Palm Beach Gardens – Now Hiring PrideStaff

Jr Admin / Wealth Management



Job description

PrideStaff Financial is seeking an Jr Administrative Assistant for a financial broker/dealer in North Palm Beach on a temp to perm basis.

Must have excellent computer and customer service skills and be very detailed oriented.

In this role, the Jr Admin Assistant partners closely with the Advisors and Operations teams for service request fulfillment, supporting our team for the best client experience.

You will be the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities for our team.

Job Description for the Jr Admin Assistant

  • Provides  service and execution support for new and ongoing client relationships.
  • Gathers required documentation
  • Daily account maintenance
  • Prepares, reviews and verifies documents and relevant information for accuracy.
  • Performs processing and ensures compliance with standard regulations and processes.
  • Acts as a point of contact for clients, client teams or service partners and assist in processing transactions.
  • Initiates, updates and verifies client, account, or transaction details.
  • Communicate via email and phone with Financial Advisors
  • Manage digital and physical document flow
  • Perform general administrative support.

Competencies

Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

MS Office Skills, computer savvy 

 

Administrative Assistant / Admin / Customer Service  / Broker Dealer / Back office / Client Service Specialist

Compensation / Pay Rate (Up to): $41,000.00 - $43,000.00


Required Skill Profession

Financial Clerks



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    Unlock Your Jr Admin Potential: Insight & Career Growth Guide


  • Real-time Jr Admin Jobs Trends in Palm Beach Gardens, United States (Graphical Representation)

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  • The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at PrideStaff adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:
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    • 2. Loyalty
    • 3. Impartiality
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    • 5. Accountability
    • 6. Respect for human rights
    • 7. Obeying United States laws and regulations
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  • Interview Tips for Jr Admin / Wealth Management Job Success
    PrideStaff interview tips for Jr Admin / Wealth Management

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    Before the Interview:
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    • Other Openings
    • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
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    Final Thought:

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