Job Description

Current Employees and Contractors Apply Here

Osaic Careers

My Virtual Assistant Opportunity in Financial Services

My Assistant Specialist

Location(s):

La Vista:, NV

Holbrook, NY

Role Type:

Full time

Salary:

$50,000 - $60,000

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Summary:

Osaic is looking for a client support associate to work in the firm’s My Virtual Assistant (MVA) program. This individual will aid in answering incoming emails, communicate needs and details of client interactions from the financial professionals, prepare for client meetings and perform administrative tasks.

Responsibilities:

• Review and respond to financial professional emails received into MVA-subscribed advisors’ inboxes within a timely manner.
• Prepare physical mailings
• Log all time spent with advisors into My Assistant Time Tracking system
• Give support in preparation of client meetings for MVA-subscribed advisors
• Aid MVA team in performing administrative tasks for MVA-subscribed advisors, including assisting in opening accounts, updating accounts, filling out paperwork, money movement requests, research action needed items, answering MVA emails, bolstering business, and communicating with vendors
• Act as a liaison between the FP, in house departments, clearing firm, mutual fund company and insurance carriers
• Follow up to ensure all tasks and requests are fully completed within service level agreement (SLA)
• Act as the subject matter expert on all business processes, as well as all web services platforms
• Assist financial professionals in the navigation of Osaic’s internal and external processes and systems
• Prepare documents for esignature
• Solicit and log all requests for technology or process enhancement

Education Requirements:

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• Go the extra distance to always serve the customer
• Possess a strong sense of initiative and be a self-motivated, self-starter who can work independently and anticipate needs, as well as work well with team members
• Ability to take direction based on the goals of the broker/dealer and RIA
• Must be able to multi-task and work under tight deadlines
• Excellent organizational skills and ability to solve problems
• Ability to understand and present complex technical information to technical and non-technical audiences
• Ability to adapt to changing assignments and multiple priorities
• Take ownership of issues, analyze problems, and follow through to resolution
• Work independently to make decisions regarding the resolution of tasks or issues
• Strong presentation, speaking and writing skills, as well as the ability to communicate information clearly
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
• Technically proficient with digital media and web-based communications systems
• Correspond with internal departments to ensure timely and accurate completion of requests
• Assist with workload balance by supporting teammates during out of office or high-volume periods
• Someone who is proactive, adaptable, willing to learn and think outside the box !!

Preferred Requirements:

• Two years’ experience in the financial industry required; knowledge of all registrations, account types and investment products, as well as how each security works, preferred
• Customer service, training and/or education experience preferred
• Knowledge Netx360, Wealthscape, eQuipt, Signix, DocuSign and OneView web services preferred

Current Employees and Contractors Apply Here