AUM Processing Assistant

Summary: The AUM Processing Assistant is a vital position that will work very closely with our clients, business partners, advisors, and staff. This position will serve as the liaison between the client and our internal associates for all matters related to processing new and existing applications, amendments, process files, review alerts, and other functions. This position will be responsible for ensuring all account opening, transfers, and client requests are completed within the business standard. Having a solid background in customer service, energy, and professionalism, he/she must also be able to multitask, meet deadlines, and follow through on assignments and tasks.Qualifications and Skills:Professional ExpertiseAbility to adapt quickly and positively to change in the financial services industrySuperior attention to detail and follow-through; accuracy is extremely importantWritten and oral communication skillsExcellent organizational and time-management skills; ability to successfully multitask and manage priorities effectivelyAbility to work independently and complete assignments within the deadlineTeam player and collaboratorHigh standard of professionalism, ethics, confidentiality, and integrityWillingness to be proactiveFinancial industry terminology and account typesService ExcellencePrimary Responsibilities:Handle confidential information – reviewing, organizing, and maintaining such filesProvides audit information to management by researching, analyzing data, and preparing reportsHelps others by answering questions and responding to requestsSalesforce data entry and managementDetailed and accurate data entry and account processingGoogle Suite, calendar management, Microsoft Suite, and Adobe skills requiredProblem ResolutionOpen new client accounts & service existing client accountsResolve any errors with the submitted paperwork at the financial custodianEducation/ExperienceHigh school Diploma requiredBachelor's Degree preferred or equivalent financial services industry experienceGoogle Suite, Salesforce, Microsoft Suite, Adobe skills requiredSuccessful completion of industry-standard background screening is required