Job Description
Administrative Services Specialist - Wealth Management OVERLAND PARK, KS Description The Administrative Services Specialist - Wealth Management provides middle office support to client-facing portfolio managers and their assistants. Primarily responsible for ensuring Clarity, Consistency, and Communication within the organization. We offer an outstanding benefits package including medical, dental, life, disability, 401(k), vacation, sick leave, and paid holidays. We pay 100% of the employees medical and dental insurance premiums and make employer health savings contributions. Essential Duties/Responsibilities to be performed with or without accommodation: Lead new client/account opening and account closing processes Build and maintain client contact/account content aimed at client retention Maintain client contact/client portal data Lead preparation of client/account performance statements/books quarterly or upon request Provide input into client/account performance statement design Responsible for ensuring paper and electronic data files are maintained in a timely manner Maintain up-to-date familiarity of industry trends that affect the investment market Present complete, timely, and accurate client deliverables in an efficient manner Assist and/or participate with projects Supports the operations and investment staff with periodic requests, daily Regular attendance is a requirement of this job Requirements Bachelor's degree in finance, accounting, or related subject, or equivalent experience Working knowledge of investments Ability to meet client and PM/CSA needs and expectations Ability to operate a personal computer with proficiency Skill in using computer applications, including spre