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Team Assist Specialist Jobs
Company | Atria Wealth Solutions |
Address | San Diego Metropolitan Area, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-07-12 |
Posted at | 11 months ago |
Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
- Remote – USA for the right candidate
- Syracuse, NY: 100 Madison Street, 13202
- San Diego, CA: 10150 Meanley Drive, San Diego 92131
- Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
- Submit instructions and account documentation for new accounts, account maintenance, cash management, and transfers.
- Carry out all responsibilities in an honest, ethical, and professional manner.
- Work with custodians and third -party sponsors to open and maintain accounts.
- Serve as the initial point of contact for all operational needs.
- Respond to client correspondence within a timely manner.
- Educate financial professionals and their staff on enterprise technology.
- Monitor items to review and act on time sensitive requirements.
- Work as a virtual member of assigned financial professionals’ offices.
- Assist clients with logging into and utilizing Clear1.
- Create client onboarding paperwork utilizing Unio and other technologies.
- Provide best in class service experience.
- Prepare documentation for prospect and client meetings.
- Collaborate with internal departments to research and resolve issues.
- Workload varies and overtime may be required at certain times.
- Set client appointments and create follow up tasks as needed.
- Excellent planning, organizing, and project management skills
- Strong organizational skills
- Superior problem solving skills
- Financial services sales assistant experience or equivalent support experience
- Proficient with Microsoft Suite
- Self-motivated
- Strong customer, quality, and results orientation
- Ability to analyze complex data and develop innovative recommendations and solutions
- Detail-oriented
- Must be service minded
- Associates Degree or equivalent work experience.
- Ability to interact effectively at all levels and across diverse cultures
- Ability to analyze complex data and develop innovative recommendations and solutions
- Ability to assist in facilitating progressive change
- Experience with custodians, mutual fund companies, and insurance carriers
- Ability to be an effective team member and manage various projects
- Strong oral and written communication skills
- Vision Insurance
- Long-Term Disability Insurance
- Identity Theft
- Dental Insurance
- Retirement 401(k) Savings Plan with matching
- Virtual Mental WellCare
- Pet Insurance
- Short-Term Disability Insurance
- Life Insurance
- Telehealth
- Flexible Spending Accounts
- Paid time off, Paid Holiday, Paid Birthday
- Health Advocacy
- Employee Assistance Program
- Medical & Prescription Drug Insurance
- Virtual Therapy
- Health Savings Account
- Critical Illness, Accident & Hospital Indemnity Coverage
- Legal Plans
- Long-Term Care
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