LaSalle Network has partnered with a firm providing customized wealth management and financial planning through highly personalized service. Our client's team has decades of experience working with affluent individuals and their families and have devoted their careers to addressing their clients' complex financial needs.
Our client is seeking an Operations Support Administrator to provide administrative support to the Operations department. The successful candidate will assist with the set-up and maintenance of Client accounts, transactions and activity, and administrative tasks such as Reporting, Spreadsheet work, Client communication, Client gifting and Client Relationship Management (CRM) using task-based software. This position will provide direct administrative support to both the Operations Manager as well as principals, partners and relationship managers.
Operations Support AdministratorResponsibilities:
Manage daily workflow by creating tasks in CRM for all pending work items for Clients. Assign due dates, enter notes and update diligently with progress. This includes new accounts, transfers, account updates and money movement for clients
Check Alerts daily on the Charles Schwab Custodian platform for any information requests
Maintain Client records, Scan Client paperwork and manage Client folders on the server
Distribute mail
Ensure that office supplies are ordered and maintained
Generate Client Birthday Cards
Assist with sending client gifts for referrals and holidays
Produce annual review books for client meetings using reporting software
Generate client paperwork for account openings and account maintenance
Facilitate signatures from clients and submit forms to custodians while tracking completion within the CRM system
Assist with the mailing of quarterly and year-end reporting
Project work as needed
Additional responsibilities will be given as skill set improves
Operations Support AdministratorRequirements:
Experience with a CRM system (such as Salesforce, or similar) is preferred
Solid understanding of databases, spreadsheets and other Microsoft Office products is required
Previous experience in an operational support role
Strong computer and word processing skills, including Microsoft Word and Excel
Excellent oral and written communication skills as well as excellent interpersonal skills
Ability to respond in a timely manner, provide follow up, organize tasks, manage time and prioritize projects with strong attention to detail
Ability to work effectively and efficiently with staff and clients and adjust to changing priorities
Ability to work independently as well as function in a team framework
Ability to maintain confidentiality
If you meet these qualifications, please apply today!
Thank you,
Ashly Wheatland Project Manager LaSalle Network
LaSalle Network is an Equal Opportunity Employer m/f/d/v.
LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries.
LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets. LaSalle Network offers temporary Field Employees benefit plans including medical, dental and vision coverage. Family Medical Leave, Worker's compensation, Paid Leave and Sick Leave are also provided. View a full list of our benefits here: https://www.thelasallenetwork.com/wp-content/uploads/2024/04/Field-Employee-Benefits-LaSalle-Network.pdf