Bonney Staffing Hiring for Financial Administrative Assistant at Biddeford, ME, United States Full Time

We’re in search of a Licensed Financial Administrative Assistant professional to provide essential administrative support to our client’s office in Biddeford, ME .

The role involves working closely with Wealth Managers and clients to handle various clerical and administrative tasks. This position will primarily collaborate with the current administrative team, high-net-worth clients, and the Wealth Management team.

Financial Administrative Assistant Responsibilities :

• Process new client accounts, distributions, and other financial transactions.
• Respond to daily client inquiries.
• Collaborate with team members to provide exceptional customer service.
• Maintain, update, and file client information.
• Complete administrative tasks, track and document client data using CRM.
• Answer incoming phone calls as part of the team.
• Greet and direct visitors to the office.
• Schedule and assist in the preparation of client meetings.
• Provide backup and support to Wealth Management team members.
• Establish committed and trusted client, advisor, and vendor working relationships.
• Complete meeting follow-up duties, including scheduling asset transfers and gathering necessary documents.
• Collaborate with Wealth Managers on account questions, service requests, and other matters.
• Participate in special projects or assignments as needed.

Financial Administrative Assistant Qualifications :

• Excellent oral, written, and interpersonal communication skills.
• Proficiency in Microsoft Office software.
• Self-disciplined with a commitment to quality, attention to detail, and accuracy.
• Ability to multitask and change priorities in a fast-paced environment.
• Excellent problem-solving skills.
• College degree preferred.
• Financial services industry experience preferred.
• FINRA licensing is highly desired (existing or acquired after hire).
• Financial Service experience minimum 2 years.

Financial Administrative Assistant Details :

• Pay Rate : $50K-$60K / year
• Work Hours : Mon-Fri Flexible hours
• In office
• Start Date : ASAP

Benefits :

Once hired on a permanently-Competitive benefits package, including 100% paid medical insurance for your family, 401(k) match, disability, life insurance, and more.

If you believe you are a qualified candidate for our

Financial Administrative Assistant role please apply or contact us today!

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