TIMC Wealth Advisors ยท 1 day ago
Administrative Support Specialist
Las Vegas, NV
Part-time
Onsite
Entry Level
2+ years expTIMC Wealth Advisors is a financial services firm that provides expert financial planning and investment strategies. They are seeking a detail-oriented Administrative Support Specialist to manage client communications, maintain files, and assist with various operational tasks to ensure smooth daily operations.
Financial Services
Responsibilities
Manage client communications and assist with service requests
Maintain and organize client and advisor files
Prepare reports and materials for client meetings
Document and file meeting notes accurately
Assist with account setup, transactions, transfers, and reconciliations
Research inquiries and resolve client service or operational issues
Notify clients of money movements and follow up on requests
Update client information in CRM/database systems
Support accounting tasks and perform special projects as assigned
Qualification
Required
High school diploma or equivalent; additional certifications a plus
2 years of experience in financial services preferred
Excellent phone etiquette and customer service skills
Strong written and verbal communication
Detail-oriented with high accuracy
Organized, able to multitask, and prioritize in a fast-paced environment
Proficient in Microsoft Office; experience with CRM and financial systems preferred
Professional, client-focused, and able to follow established procedures
Preferred
2 years of experience in financial services preferred
FINRA Series 6, 7 and 66 licenses a plus
Experience with CRM and financial systems preferred
Company
TIMC Wealth Advisors
Registered representative offering securities and advisory services through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and registered investment adviser.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase