This individual is the first point of contact for all client calls and visits to our offices; first impressions are critical. A friendly demeanor and attitude is an essential quality for the person in this role. Attention to detail is a critical skill. Working hours are generally 8 am to noon; there is some flexibility if needed. Wage is commensurate with experience (between $15-$20 per hour) with an annual bonus. This is a small investment management firm with three investment managers and is generally a quiet office. It is located in Green at I77 & Massillon Rd.
Responsibilities include:
Set up New Accounts with our custodian service provider and in our internal system
Process Disbursements/Receipts per Client Requests
Maintain Master Client List
Maintain Client Files and Documentation
Maintain and Process Annual RMD’s for retirement accounts
Administer Annual and Quarterly Compliance Forms
Administer Annual Mailing
Process Quarterly Fees
Process Payroll
Manage Checking Account and Pay Bills
Order Supplies, Perform Miscellaneous Filing
Manage all incoming calls, respond to client emails
Requirements:
MS Excel/MS Word experience as well as Google Mail
Job Type: Part-time
Pay: $15.00 – $20.00 per hour
Benefits:
Schedule:
Education:
Experience:
Work Location: One location
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