Job description

We are seeking a highly motivated individual with meticulous attention to detail, and a focused and strong work ethic to fulfill the AUM Processing Assistant role with Burns Estate Planning and Wealth Advisors a Prime Capital Investment Advisors, LLC. Prime Capital Investment Advisors, LLC, a leading Investment Advisory Firm focused on individual wealth management, qualified plans, and the education of plan participants, truly cares about their clients and staff. Our standards are to be the very best and Burns Estate Planning Wealth Advisors a Prime Capital Investment Advisors, LLC is looking for people with the drive, enthusiasm, professionalism, and values we hold so important to work as a AUM Processing Assistant, based in our Hammond, LA corporateoffice.

Summary: The AUM Processing Assistant is a vital position that will work very closely with our clients, business partners, advisors, and staff. This position will serve as the liaison between the client and our internal associates for all things pertaining to the processing of new and existing applications, amendments, process files, review alerts among other functions. This position will be responsible for ensuring all account opening, transfers, and client requests are completed within the business standard. Having a solid background with customer service, energy, professionalism, attention to detail, and positive attitude are paramount in this role.

The ability to interact with staff, at all levels, in a fast-paced environment, with a high level of professionalism is crucial to this role. Incumbent must be a team player, flexible, proactive, resourceful, dependable, and efficient. Additionally, he/she must be able to multitask, meet deadlines, and follow through any assignments and tasks.

Qualifications and Skills:

• Professional Expertise

• An ability to quickly form and maintain a positive, productive relationship with advisors, associates, and external business partners

• Exceptional technology skills

• An ability to learn the financial services industry and understand the objectives for the position

• Tremendous written and oral communication skills

• Ability to adapt quickly and positively to change in the financial services industry

• Superior attention to detail and follow through; accuracy is extremely important

• Excellent organizational and time-management skills; ability to successfully multitask and manage priorities effectively

• Ability to work independently and complete assignments within deadline

• Team player and collaborator

• High standard of professionalism, ethics, confidentiality, and integrity

• Willingness to be proactive

Primary Responsibilities:

• Organize, review files, and documents

• Handle confidential information – reviewing, organizing, and maintaining such files

• Provides audit information to management by researching, analyzing data, preparing reports

• Helps others by answering questions, and responding to requests

• Financial industry terminology and account types

• Salesforce data entry and management

• Detailed and accurate data entry and account processing

• Google Suite and calendar management

• Service Excellence

• Problem Resolution

• Other duties as assigned

Education/Experience

• High school Diploma required

• Bachelor's Degree preferred or equivalent financial services industry experience

• Financial Services Industry experience preferred

• Google Suite, Salesforce, Microsoft Suite, Adobe skills required

• Successful completion of industry standard background screening required

• Industry licensing is not required for this position but will be an option for future professional growth

Benefits:

• Health, Dental, Vision, Group Life & Disability, HSA

• 401(k)

• Healthjoy Telemed app

• Generous PTO

• 11 paid holidays

• EAP program

• Voluntary Group Life and AD&D; Aflac; Nationwide Pet Insurance

• Financial Wellness Education

• Professional Development opportunities

Job Type: Full-time

Pay: From $22.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Hammond, LA 70403: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Customer service: 3 years (Preferred)

Work Location: In person

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