Administrative Assistant/ Client Experience Coordinator

$45,760 - $62,400/Yr

Ocean Wealth Group - Williamsville, NY

Part-time,Full-time - Entry Level

Onsite - Williamsville, NY

About the position

The Administrative Assistant/Client Experience Coordinator will provide essential administrative and marketing support to Financial Advisors at Ocean Wealth Group. This role focuses on enhancing client experiences and relationships through effective communication and operational support, ensuring that all tasks are executed efficiently to facilitate smooth client interactions and meetings.

Responsibilities

• Enhance the client experience by servicing clients and providing operational and administrative support.
• Enhance client relationships with ongoing communication and support.
• Take accountability for tasks assigned by Financial Advisors.
• Prepare Financial Advisors for upcoming client meetings.
• Document meeting discussions, prepare client notes, and update the CRM system.
• Execute action items created by Financial Advisors.
• Assist clients with inquiries and requests or redirect them as appropriate.
• Prepare paperwork for opening new accounts and transfers.

Requirements

• Bachelor's degree and at least 2 years of experience.
• Great knowledge of Excel and Excel functions.
• Incredible attention to detail to catch errors.
• High energy and desire to interact with clients.
• Great organizational skills.
• Good knowledge of accounting practices.
• Amazing time management skills.
• Ability to work independently and as part of a team.

Nice-to-haves

• Experience with financial concepts (1 year preferred).
• Experience in financial services (1 year preferred).

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance