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Wealth Management Administrative Assistant

Irving, TX 75062

Posted: 09/17/2018 Employment Type: Temp Specialties: Mgmt/Professional Job Number: 91475 Pay Rate: $20.19/hour

CornerStone Staffing has partnered with a customer that is a Wealth Management firm that is experiencing RAPID GROWTH and looking for top talent to join their team! Featured in The New York Times, The Wall Street Journal, CNBC and Forbes.

CornerStone Staffing is currently recruiting for the following position:

Job Title: Wealth Management Administrative Assistant

Location: West Plano - The job is located in West Plano, but you will train for 2 weeks in Las Colinas!

Pay: 40,000 annually

Schedule: Monday Friday from 8am-5pm

Job Description

Responsibilities:

Directly responsible for serving the day to day processing needs of our new and existing clients.

New account paperwork review, submission and quality review follow up.

Capturing client data/information in our Client Relationship Management (CRM) tool.

Client communication skills. Ability to hold conversations with pre-retirees.

o Currently 70% of the role is administrative/paperwork and 30% is communication via either telephone or email.

Experience and Education:

  • A Bachelor s degree and/or equivalent related work experience is required.

  • Must have prior experience working in an Administrative role, preferably in financial industry.

  • Previous customer experience with maintaining warm, professional interactions and relationships is a plus

  • Experience in Salesforce highly desired.

  • Basic knowledge of investment accounts (IRAs, individual, joint accounts, trusts)

  • Basic knowledge of investment vehicles (mutual funds, stocks, bonds)

  • Candidates with experience in either investment firms or banking would be ideal

Benefits when hired on:

  • The company gave all employees Fitbits!

  • Great environment!

  • Weekly employee breakfasts

  • Monthly employee lunches

  • Annual companywide summer outings

  • Birthday recognition and gift

  • Generous paid time off

  • Annual volunteer day and floating holiday

  • Company-sponsored reimbursement for ongoing education and professional development

  • HRA, HSA and FSA offerings

  • Schwab 401(k)

Application Process Includes:

  • Drug testing

  • Background check

  • Credit Check

To Apply for this Job:

Click the Apply Online button at the top of this page, then:

  • If you are currently registered with CornerStone Staffing, click the I have a username and password and want to log in button to add yourself as a candidate to this job.

  • If your are NOT currently registered with CornerStone Staffing, click the I need to register button to complete the application.

After completing the Online Application, come to the Frisco office to interview with a recruiter Monday - Thursday at 9am:

CornerStone Staffing Frisco

2600 Dallas PKWY Suite 130

Frisco, TX 75034

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