Professional Client Service Administrator

At Osaic, we're committed to securing every person's immediate and long-term financial goals. We're searching for a qualified financial advisor to join us and Payant Wealth Management Group in providing a balanced combination of professional investment management and personalized financial planning.

As a Professional Client Service Administrator, you will perform a dual role supporting leadership administrative activities as well as support a wealth advisory office.You will be part of a fee-based financial planning practice and will provide client support and administrative assistance to a team of financial professionals.You will provide support including, but not limited to preparation of documents for client meetings, client presentations, client file maintenance, letters to clients, calendar management, new business processing, and general support for the team.

Location: Sun City Center, FL

Role Type: Full Time (on site)

Relocation assistance is not available for this opportunity.

Salary: $60-000 - $70,000 per year + annual bonus

• Actual compensation offered will be determined individually, based ona number ofjob-related factors, including location, skills, experience, and education.
• Our competitive salaries are just onecomponentofOsaic'stotal compensation package.Additionalbenefitsincludehealth, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits

Responsibilities:

Administrative Assistance

• Maintains a "predictable environment" for clients and team members
• Prepares documents and presentations
• Schedules client meetings
• Creates, gathers and organizes collateral for client meetings
• Answers incoming correspondence via phone and email
• Provides fee planning, investment & insurance processing support
• Maintains client records, CRM database and compliance files
• Handles sensitive, confidential, proprietary information with discretion
• Types documents, letters and other memoranda
• Greets and directs visitors and act as the primary resource for internal and external contacts, facilitating a professional image of Osaic Advisors
• Orders supplies and coordinates routine maintenance and repairs to office equipment
• Develops working knowledge of any systems as they may be implemented

Wealth Advisory Assistance

• Administers all business in accordance with FINRA, SEC, MSRB and OCC regulations while adhering to company policies and procedures
• Assists with completion of fee planning contracts, investment and insurance applications, as necessary
• Maintains integrity of client asset record system and vendor lists
• Interfaces with broker/dealer, brokerage, fund companies, custodians and insurance companies as necessary
• Familiar with CRM tools: Salesforce and Practifi
• Tracks fees paid and contracts signed. Follows up with clients on outstanding payments
• Assists the team in maintaining a compliant practice
• Understands and adheres to policies regarding support from wholesalers, compliance approval for documents, proper use of stationery/business cards, and other required procedures
• Assists clients and team members to the extent possible based on licensing and/or registrations

Education Requirements:

• Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• 3-5+ years of relevant experience in administrative support that directly aligns with the specific responsibilities for this position
• A demonstrated track record of consistently meeting and/or exceeding performance expectations
• Possesses a bias for action and avoids workplace distractions
• Drives performance targets to completion
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) & Adobe Acrobat (Standard)
• Proficient with CRM tools: Salesforce, Practifi or similar

Preferred Requirements:

• Financial Services experience preferred
• FINRA Series 7 and/or Series 65 preferred
• Life and Health insurance preferred