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Part-Time Administrative Assistant job in Sacramento at Greene Resources

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Part-Time Administrative Assistant at Greene Resources

Part-Time Administrative Assistant

Greene Resources Sacramento, CA Full-Time
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Job Number: 44540


Part-Time Administrative Assistant


Job Description:

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


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 and save documents.

  • Process checks and address changes.

  • Special projects as assigned.


Education Requirements:


  • Bachelor's Degree, preferred


Desired 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.


Other Information:




    Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Job Snapshot

Employee Type

Full-Time

Location

Sacramento, CA

Job Type

Admin - Clerical, Customer Service, Insurance

Experience

Not Specified

Date Posted

09/02/2022
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