Administrative Associate
Fort Myers, Florida•Full-time
About the Job
*This is a full-time, onsite position located in our Fort Myers, FL office.
JOB OVERVIEW
JOB OVERVIEW
The Administrative Associate is a support role that ensures the daily operations of the office run smoothly and efficiently. Works to assist the Client Services department with client and vendor communications, as well as other employees across multiple departments to exchange information and documents related to client accounts and investments.
RESPONSIBILITIES & DUTIES:
- Utilizes CRM system to efficiently manage a high volume of client correspondence (voicemail, email, fax, and mail).
- Monitors inbox/secure uploads/faxes and respond to or properly re-assign all general inquiries in a timely manner.
- Greets and assists clients, in-person and over the phone, with general questions regarding account maintenance (updating information – contact, beneficiary, billing, online access, and verbal authorization for financial transactions).
- Answers assigned queue calls during designated hours, as scheduled.
- Learns and communicates IRS rules and regulations related to IRAs.
- Prepares monthly, quarterly and annual notices for clients and vendors.
- Assists with special projects as assigned.
- Follows assigned work schedule with regular and predictable attendance.
- Performs other duties as assigned.
QUALIFICATIONS:
- Minimum 1 year of experience in office administration or related field preferred.
- High school diploma or equivalent required; Associate degree or higher preferred.
- Requires a high level of professionalism and confidentiality.
- In person interaction that includes actively collaborating with colleagues and participating in team or company meetings.
PROFESSIONAL CERTIFICATIONS:
- None required
TECHNICAL SKILLS:
- Basic to intermediate level proficiency in Microsoft Office products (Excel, Word, Outlook).
- Intermediate 10-key skills.
- Ability to type at least 45+ WPM preferred.
CULTURAL COMPETENCIES:
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
- Customer Focus | Collaborates
- Resourcefulness | Communicates Effectively
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
About Equity Trust
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.