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Financial Administrative Assistant – Job Description
Complete client custodial forms (e.g., account applications).
Follow up on account transfers and communicate status with Advisory
Services Analyst.
Complete monthly price and transactions downloads.
Complete monthly account reconciliation.
Schedule committee meetings and prepare meeting agendas/minutes.
Maintain investment picks lists.
Maintain accounts in portfolio reporting software.
Perform uploads of client documents to firm website.
Assist with preparing Investment Policy Statements.
Assist with preparing personal financial plans.
Assist with trade execution as needed.
Assist with client mailings as needed.
Assist with marketing as needed.
Tags: Admin
& Clerical : Banking
Jobs : Financial
Services Jobs
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