Financial Services Administrator Job at Apex Staffing, Inc., Little Rock, AR

ekl2UjcwYy9aQmhUOVpSUEpPRjBQbk9FcEE9PQ==
  • Apex Staffing, Inc.
  • Little Rock, AR

Job Description

Top Little Rock financial firm seeking a Financial Service Administrator to serve as the true connection between clients and the internal team. This position requires a personable, outgoing individual to be the first impression for clients and guests. The ideal candidate will exhibit high standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks.
.
Job Duties:
  • Provide administrative support as needed: answer calls, manage contacts, manage schedules and produces report
  • Maintain and retain office files consistent with firm/professional policies and requirements
  • Send paperwork to clients using the electronic signature system 
  • Quality check and submit custodial items for processing
  • Engage and support weekly Client Prep meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings
  • Support client onboarding requirements with financial planning and investment management applications
  • Prepare and produce back-office support demands for basic client account requests
  • Gather and prepare necessary information for advisory meetings with clients.
Experience and Education:
  • Bachelor’s degree preferred
  • Experience in banking/financial services required
  • Experience in retirement plans and custodial funds preferred
  • Advanced Excel skills 
  • Excellent communication skills (verbal, written and listening)
  • Ability to handle stress in client relations and a busy office environment
  • Excellent time management and strong organizational skills
  • Ability to prioritize multiple tasks and anticipate potential problems
  • Proficiency in Salesforce (CRM) preferred 

$40 - $42k with excellent benefits

#IND

Job Tags

Work at office,

Similar Jobs

Peraton

Network Engineer Job at Peraton

 ...Program Overview About The Role Overview The Network Engineer will provide advanced engineering and operational support to design, implement, and optimize enterprise network infrastructure in support of OIM internal services and SC mission systems. This role... 

Nationwide IT Services

Cybersecurity Certification And Accreditation Analyst Job at Nationwide IT Services

 ...Cybersecurity Subject Matter Expert (SME) Authorization & RMF Security Clearance: DoD Secret (must be eligible for IT-I and IT-II)...  ...Nationwide IT Services (NIS) is an IT and Management Consulting company and a CVE-verified Service-Disabled Veteran-Owned Small... 

Keller Executive Search

Executive Office Assistant Job at Keller Executive Search

 ...workshops. Requirements Prior experience as an Administrative Assistant or similar role. Familiarity with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Strong organizational and multitasking skills. Excellent written and verbal... 

Johns Hopkins Medicine

Phlebotomist II (20 hours per week) Job at Johns Hopkins Medicine

 ...Affordable and comprehensive benefits package Will Consider Phlebotomist or Phlebotomist II Suburban Hospital, Bethesda, MD Limited- 20 hours per week/Evening Shift/ 1:30pm-10pm/ every other weekend rotations and holiday rotations General Summary:... 

Bechtel

2026 Student Internship (U.S.) - Architectural Intern Job at Bechtel

 ...university graduate hires began their careers at Bechtel as a summer intern. Locations will vary based on project needs and may include...  ..., VA, or various project sites. Major Responsibilities: Architectural interns work within the Civil, Structural, and Architectural (...