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