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Admin Assistant

Owings Mills, MD, United States

About the Company and Admin Assistant Opportunity:

CFS is partnering with a new client in the investing world who is looking to hire a seasoned Admin Assistant to support a large team and act as a resource center for employees

This position will begin soon after an interview on a contractual basis and transition into a permanent role for the right candidate

Position is 100% in office in Owings Mills, MD, 8:30am-5pm, M-F

Reports to the Investment Advisor Manager

Annual salary starting at $60,000

Job Duties of the Admin Assistant:

Support back-office functions pertaining to client onboarding including preparing and submitting client forms, and creating and organizing client electronic records

Communicate with clients and advisors to provide administrative support and facilitate efficient management of client requests

Work with financial custodians to submit and manage client account requests

Process and track the purchase and redemption of direct subscription products

Assist in the quarter end reporting procedures including

Generate a variety of client and management reports as needed

Maintain accurate records in accordance with compliance and SEC requirements

Work with the operations team to track technology updates and adapt internal procedures as appropriate.

Assist in the creation and implementation of back-office operations policies and procedures, with an emphasis in creating video training content.

Ideal Candidate for the Admin Assistant role:

Strong written and verbal communication skills

Excellent interpersonal skills, personable, and a team player

Self starter with a strong work ethic

Very strong multitasking abilities

Strong attention to detail

Very tech savvy and able to pick up new systems quickly

Extroverted personality and able to start and finish tasks and meet deadlines

Desire for growth opportunities

Qualifications for the Admin Assistant:

2+ years of experience as an Administrative Assistant with experience in back office operations, preferably in a public accounting, legal, or financial services environment

High level of competency in computer software applications including word processing, spreadsheets, MS Teams, and SharePoint

Must be able to pass a background and credit check

Apply

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