Job Description:

SHC Financial in Lake Oswego OR is looking for an Administrative Assistant to support their growing wealth management team. Responsible for a variety of administrative and clerical tasks. Responsibilities in this role include operational administrative processing related to the financial service industry, providing professional friendly support to the advisors, clients, and assisting in daily office needs. The ideal candidate for this role is reliable, resourceful, a good problem solver, organized and has acute attention to detail.

Essential Duties and Responsibilities:

Duties include but are not limited to:

• Prepare and process new account paperwork for advisors
• Prepare any additional follow up forms for clients per advisor’s requests
• Send documents via e-signature to clients
• Create, edit, reset, and delete account view profiles for clients
• Manage and handle advisor notifications
• Setup meetings and maintain calendars
• Follow through with all paperwork to ensure it is in good order
• 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

Competencies:

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

• Strong technology/computer aptitude
• Identifies and resolves problems in a timely manner
• Intuitive and resourceful to gather, analyze and resolve complicated issues
• Responds promptly and accurately to client questions and needs
• Meets commitments and maintains confidentiality
• Exhibits sound and accurate judgment
• Demonstrates accuracy and thoroughness
• Monitors own work to ensure quality
• Strong attention to detail
• Strong time managements skills
• Develop and maintain positive relationships with internal and external clients
• Contributes to building a positive team culture
• Thrives in a fast-paced environment

Familiar with or quick to adapt to:

• MS Office – Word, Excel, Outlook
• Scheduling Software – Schedule Once
• QuickBooks Accounting software
• CRM Systems for Client Contact – Wealthbox
• Financial Planning Software for initial client set-up – Right Capital, FP Alpha or E-Money
• Mind Mapping software – Mind Meister or any other
• LPL Clientworks

Education and/or Experience:

Associate degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. Knowledge of investments, financial operations, insurance, and trusts are a plus.

About SHC Financial:

SHC Financial is committed to helping clients achieve their financial goals by managing risk versus reward and focusing on what can be controlled or influenced. It starts with learning what is important to the client, then gathering information to understand their current financial picture, so together we can develop their strategy to work towards their short and long-term goals, creating the freedom to pursue the clients’ dreams.

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 Paul 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!

Job Type: Full-time

Pay: $18.00 - $28.00 per hour

Benefits:

• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Associate (Preferred)

Work Location: In person

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