Job Description:

Ocean’s Edge is looking for a full-time Administrative Assistant to support their growing wealth management team. If you are a detail-oriented professional, have a passion for delivering exceptional client experience and are interested in the financial services industry, this position is for you.

Essential Duties and Responsibilities:

Duties include but are not limited to:

• Prepare and process new account paperwork for advisors and clients
• Prepare any additional follow-up forms for clients per advisor’s request
• Create and maintain client accounts
• Manage and handle advisor notifications
• Setup meetings and maintain calendars
• Follow through with all paperwork to ensure it is in good order
• Manage in and outbound call with professionalism
• Mail agreements, brochures, and other client account paperwork to clients
• Research and resolve account issues or miscellaneous questions for clients and advisors
• Maintain files and prepare correspondence and documents for advisors and clients
• Maintain a professional office environment

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Strong technology/computer aptitude
• Identify and resolve problems in a timely manner
• Intuitive and resourceful to gather, analyze and resolve complicated issues
• Respond promptly and accurately to client questions and needs
• Meet commitments and maintain confidentiality
• Exhibit sound and accurate judgment
• Demonstrate accuracy and thoroughness
• Monitor own work to ensure quality
• Strong attention to detail
• Strong time management skills
• Thrive in a fast-paced environment

Education and/or Experience:

Associate degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. Series 7, 63, 65 and/or 66 is preferred but not required. Knowledge of investments, financial operations, insurance, and trusts are a plus.

About Ocean’s Edge:

Ocean’s Edge has a dedicated commitment to continued education to ensure that an advisor remains up to date with the latest strategies, tools, and insights to navigate complexities effectively. Additionally, the advisor engages with a community of professionals such as tax experts, estate planners, and legal advisors can provide a comprehensive approach to financial planning. This collaborative network allows for a thorough consideration of all aspects of a client’s financial situation, from tax-efficient investment strategies to comprehensive estate planning. By working with an advisor who values ongoing learning and partnerships, clients can be confident that their financial well-being is guided by the most current expertise and a diverse range of specialists, tailored to client’s unique goals and circumstances.

How to apply:

If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of Danny and send to: careers @ financial advocates.com. Please use your last name somewhere in your resume’s file name.

If you are a qualified candidate, we will respond by phone or email. Please note, emails from us may go into your spam/junk file.

We look forward to hearing from you!