Financial Service Assistant

This position is responsible for managing a wide variety of functions related to our four custodians. This role requires a high level of attention to detail and strong organizational skills to ensure the seamless operation of account management, service requests, compliance, and client onboarding.Key Responsibilities:Follow up on E-Signature approvals and ensure the execution of Advisory Agreements.Maintain accurate records of account openings and updates.Manage money movement, tax reporting information, and RMD calculations as needed.Provide online assistance and support to clients.Assist in the processing of 401(k) rollovers, including follow-up on rollover deposits.Monitor and process daily alerts and notifications from all custodians.Stay informed on custodial system updates and deadlines through email notifications.Process check deposits, confirm deposit postings to accounts, and maintain the deposit ledger.Record information for closed accounts and ensure proper filing.Maintain deposit records and manage secure messaging.Provide assistance with special projects as needed, ensuring timely and accurate completion.Annuity/Insurance Support:Input applications and follow up on additional information requests.Manage the approval process and mail out policies upon receipt.Post policy summaries to the CRM system.Client Account Management:Review client accounts regularly to assess liquidity needs.Perform final Quality Assurance checks during client and account onboarding.Provide complex client customer service management.QualificationsStrong organizational skills and attention to detail.Ability to manage multiple tasks and prioritize effectively.Familiarity with custodial systems and processes.Excellent communication and follow-up skills.Experience with financial services, specifically in account management and client services, is preferred

Created: 2025-02-01