Administrative Support – Wealth Management

Overview

Administrative Support – Wealth Management Jobs in Omaha, Nebraska, USA at Hemphill Search Group, Inc.

Administrative Support – Wealth Management – HEMPHILL EXCLUSIVE

Highly respected West Omaha wealth management firm has an attractive opportunity on their administrative team due to continued growth. This high quality firm is built upon a strong foundation of trust, high integrity, conservative core values and a passion to deliver outstanding service to their loyal client base. In this firm clients are treated like family and relationships are at the center of the firm’s focus.

With four wealth management partners and three on the administrative staff, this high caliber team works well together in a positive, fun, client focused culture.

Responsibilities:

Team up with the wealth management partners, and two administrative professionals while delivering excellent solutions and great service to clients.

Be proactive while working with partners and customers to get new paperwork set up for new accounts.

Validate all account transfers and assets are moved over properly when customers move accounts to our firm.

Work with back office clearing firm to ensure all client accounts are set up properly when new accounts are created, changes are made, or assets are moved.

Complete research, presentations and reports in advance of client meetings.

Enjoy a wide variety of work and special projects in this small firm where all roll up their sleeves and work together.

Engage in the challenge, project management, and event planning with seven or eight events throughout the year.

This position offers an excellent compensation package including an annual cash bonus, benefits, 401K, and profit sharing. To learn more about this opportunity on a confidential basis call Dan Hemphill at  
* 212 or send your resume to . Job Number 8136DH

#J-18808-Ljbffr

Title: Administrative Support – Wealth Management

Company: Hemphill Search Group, Inc.

Location: Omaha, Nebraska, USA

Category: Administrative/Clerical (Office Administrator/ Coordinator), Finance & Banking (Office Administrator/ Coordinator)