My Assistant Specialist

My Virtual Assistant Opportunity in Financial Services

My Assistant Specialist

Location:

2300 Windy Ridge Parkway, Atlanta, GA 30339

877 Executive Center Drive West, St. Petersburg, FL 33702

7755 Third Street North, Oakdale, MN 55128

12325 Port Grace Boulevard, La Vista, NE 68128

18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

4250 Veterans Memorial Hwy, Suite 420E Holbrook, NY 11741

Role Type:Full time

Schedule: Osaic is looking for a client support associate to work in the firm's My Virtual Assistant (MVA) program. This individual will aid in answering incoming emails, communicate needs and details of client interactions from the financial professionals, prepare for client meetings and perform administrative tasks.

Compensation: $50,000 - $60,000 plus an annual performance bonus

Summary:

We are looking for a client support associate to work in the firm's Virtual Administrative Services (VAS) program. This individual will aid in answering incoming calls and emails, communicate needs and details of client interactions to investment professionals, prepare for client meetings and perform administrative tasks.

Responsibilities:

• Review and respond to financial professional emails received into MVA-subscribed advisors' inboxes within a timely manner.
• Prepare physical mailings
• Log all time spent with advisors into My Assistant Time Tracking system
• Give support in preparation of client meetings for MVA-subscribed advisors
• Aid MVA team in performing administrative tasks for MVA-subscribed advisors, including assisting in opening accounts, updating accounts, filling out paperwork, money movement requests, research action needed items, answering MVA emails, bolstering business, and communicating with vendors
• Follow up to ensure all tasks and requests are fully completed within service level agreement (SLA)
• Act as the subject matter expert on all business processes, as well as all web services platforms
• Assist financial professionals in the navigation of Osaic's internal and external processes
• Prepare documents for esignature
• Solicit and log all requests for technology or process enhancement

Education Requirements:

• Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• Go the extra distance to always serve the customer
• Possess a strong sense of initiative and be a self-motivated, self-starter who can work independently and anticipate needs, as well as work well with team members
• Ability to take direction based on the goals of the broker/dealer and RIA
• Must be able to multi-task and work under tight deadlines
• Excellent organizational skills and ability to solve problems
• Ability to understand and present complex technical information to technical and non-technical audiences
• Ability to adapt to changing assignments and multiple priorities
• Strong presentation, speaking and writing skills, as well as the ability to communicate information clearly
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
• Technically proficient with digital media and web-based communications systems
• 3 -5 years experience in the financial industry required; knowledge of all registrations, account types and investment products, as well as how each security works
• Customer service, training and/or education experience
• Knowledge Netx360, Wealthscape, eQuipt, and OneView web services