Job Description
Administrative / Office Management / Clerical - Part-time
Responsibilities Include:
· Manage office calendar and coordinate appointments
· Answer phone, screen incoming calls, make appointment reminder calls, call clients for meetings
· Open, manage, and maintain client accounts (i.e.: sending tax documents, updating client information, and general account maintenance).
· Maintain office and files
· Assist with preparing client review meetings
· Prepare client review books for client meetings
· Manage, update, and order office supplies
· Manage mail distribution, receiving, and sending
· Manage deposit of client checks into client accounts and maintain client distributions
· Excellent customer service skills
· Prepare, send, receive, and process all client paperwork
· Contact custodians or other investment firms to service clients and founder’s everyday business needs.
· Assist with coordinating annual client events.
· Coordinate annual client gift distribution.
· Maintain and manage client Required Minimum Distribution
· Maintain and manage compliance processes
· Assist with 401(K) rollover requests
· Excellent attention to detail and accuracy
· Servicing all clients’ inquiries (Non-trade-related).
· Setting up and maintaining online account access
· Process paperwork, open and transfer accounts and work with beneficiaries with the death of a client.
Must have Experience with MS Word, Excel, and Outlook
Send all resumes to Nicole.dawes@lpl.com