New Business Administrator

Reference Number: BMmaLz
Location: Chattanooga, Tennessee, US

Are you looking for an opportunity to grow within the financial service sector? Do you have an interest in wealth management? 

 

A Chattanooga-based Wealth Management and Consulting firm is seeking a New Business Administrator. You will be working directly with the owner on daily tasks as well as servicing customer issues. A successful candidate must be extremely professional in appearance and manner with strong organizational, verbal, and written communication skills.

 

Job Description:

  • Opening new client accounts
  • Servicing client portfolio overlays
  • Maintain Trades and Allocations
  • Billing for Client Services
  • Timely answering of phones and accuracy of transfers to correct departments
  • Appointment confirmation calls
  • Assistance with incoming and internal transfers & rollovers for all departments; responsible for the accuracy of file completion, naming conventions, and scanned file locations
  • Client relations focused: greeting clients, case management, complete risk assessments, and assist with estate planning, foundations, settlements.
  • Supply inventory & ordering, run errands and paperwork, opening & closing office duties

 

Benefits Include:

  • Small Office Environment
  • Paid vacation and sick days
  • 401k Match
  • Office Dog (Tank)

 

Requirements:

  • Advanced level proficiency in Microsoft Office- Excel
  • Collaboration with team members
  • Critical thinking
  • Excellent written and verbal communication
  • Interaction with clients and building business relationships
  • Impeccable organizational and time management skills
  • Confidence on the phone with regard to scheduling and client request
  • Teachable mentality with a willingness to earn certifications
  • Professional dress required
  • Previous Financial or Legal experience (Plus but not required)

 

Preferred:

  • College degree or equivalent experience in a related field

 

Salary: Negotiable based on experience.

Admin/Clerical Staff
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