Part-Time Administrative Coordinator (Wealth Management)

Summary:

The role of the Administrative Coordinator is to maximize Wealth Management, Qualified Retirement Plan client engagement, and service satisfaction. This requires a high level of consistent communication with the supervising manager and financial advisory team and client-centered, proactive thinking demonstrated by going beyond the standard scope of office processes.

This person will support a 3 person team of Wealth & Retirement Clients. This is in office, 3 days per week, 8 hour days, with paid parking and office location in downtown Sacramento, 95814.

Responsibilities:

• Maintain a schedule of all Wealth Management (WM) client meetings, ensure meetings are being set according to required intervals, and provide consistent updates to advisor team.

• Prepare documents for all WM meetings according to timelines and directives established by advisor team.

• Follow up with advisor team after each WM client meeting to obtain notes and follow up items.

• Complete outstanding follow up items in a timely manner and provide consistent updates on outstanding tasks to advisor team and supervisor.

• Support the establishment of new Wealth Management client accounts and other service requests as directed by advisor team.

• Co-service qualified plan accounts with supervising manager according to established protocols.

• Co-service the processing of requested plan changes and client communications as directed by Senior Client Relationship Manager.

• Follow up on outstanding items relating to the Fiduciary Vault service.

• Update retirement plan enrollment and annual notice packets.

• Provide to plan sponsors according to established schedule.

• Assist with retirement plan sponsor and participant inquiries that do not require licensing.

• Obtain annual administration reporting for all retirement plans from Third-Party Administrator/Record-keepers per established deadlines, complete review process and discuss with advisor team.

• Download statements and update values in spreadsheets and/or financial software applications as needed.

• Answer phones as needed.

• Order supplies, manage daily mail, and oversee office mailings.

• Scan/save documents,  process checks and address changes.

• Special projects as assigned.

Background/Skills:

• Excellent verbal and written communication skills

• Good interpersonal and customer service skills

• Exceptional organization skills

• Must be a team player

• Ability to work independently

• Must work with a high degree of accuracy with strong attention to detail

• Must be able to manage multiple priorities

• Able to maintain confidentiality

Qualifications:

• Proficient in Microsoft Outlook, Word, Excel and PowerPoint

• Proficiency in analytic databases including Salesforce, Orion, Morningstar, Wealthscape, RPAG, Fi360, preferred. 

• Experience in financial services industry or knowledge of investments, preferred.

• Experience with servicing qualified retirement plans, preferred.

• Demonstrated organizational and time management skills.

• Must have reliable transportation.