Financial Administrative Assistant

hein wealth tax solutionsJupiter, FL3 days ago

Occupations

Financial Clerks, All Other Secretaries and Administrative Assistants, Except Legal, Medical, and Executive Office Clerks, General

Industries

Portfolio Management and Investment Advice Miscellaneous Intermediation Offices of Certified Public Accountants

At Hein Wealth & Tax Solutions, you'll join a close-knit, professional team where your work directly supports meaningful client relationships and real-life financial decisions. As a Client Service Associate, you'll be a key part of an organized planning process—working closely with advisors, managing client accounts and paperwork, and ensuring a smooth, high-touch client experience. We offer a supportive environment, clear processes, and the opportunity to learn and grow within financial services. If you're detail-oriented, proactive, and take pride in doing things the right way, this role offers purpose, stability, and room to develop your skills.

Responsibilities:

Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms
Complete paperwork to fund Alternative Investments and Annuities
Maintain and update information in the CRM System
Handle requests for transfers of funds in and out of accounts
Front desk meets and greets clients
Answer basic client questions (not including financial/investment advice)
Research products and product pricing, and contact carriers for information
Set up and retrieve reports in the portfolio management system
Help manage social media and marketing campaigns
Assist the Client Service Administrator in day-to-day duties
Other responsibilities as assigned by the lead advisor Qualifications:
Positive attitude, customer-oriented
Detail-oriented with the ability to manage a full plate of tasks concurrently, with the ability to track progress and follow up accordingly
Ability to learn a new Client Service Online Platform
Proficient with Windows-based software, including MS Word, Excel, and Adobe
Understands how to properly complete paperwork that has not previously been encountered by reading instructions, following precedent, or calling for assistance
Ability to ask questions when not sure of something
Brokerage Experience preferred
High School Degree required
Associate's degree or higher preferred
Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms
Complete paperwork to fund Alternative Investments and Annuities
Maintain and update information in the CRM System
Handle requests for transfers of funds in and out of accounts
Front desk meets and greets clients
Answer basic client questions (not including financial/investment advice)
Research products and product pricing, and contact carriers for information
Set up and retrieve reports in the portfolio management system
Help manage social media and marketing campaigns
Assist the Client Service Administrator in day-to-day duties
Other responsibilities as assigned by the lead advisor

Apply now

Level

MidL4

Location

Jupiter, FL

Occupation

Financial Clerks, All Other

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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