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Durham Staffing Solutions · 1 week ago

Investment Administrative Assistant

Omaha, NE

Full-time

Onsite

Entry Level

$24.83/hr - $29.91/hr

1+ years exp

Durham Staffing Solutions is seeking a Financial Services Administrative Assistant. The selected team member will support advisors and operations staff by managing client service activities, scheduling, document processing, and office administration to ensure a smooth client experience.

EmploymentProfessional ServicesRecruitingStaffing Agency

Responsibilities

Serve as a friendly first point of contact for clients (phone, email, in-person), escalating issues as needed

Schedule client review meetings and follow-ups; prepare confirmations and agendas

Assist with onboarding new clients: gather paperwork, verify completeness, and track outstanding items

Maintain high service standards and professionalism when handling sensitive client information

Manage calendars, meeting coordination, travel arrangements, and general office logistics

Maintain digital and physical filing systems, ensuring documents are organized and easily retrievable

Support team projects, internal reporting, and ad-hoc administrative assignments

Prepare, process, and track account paperwork (e.g., new accounts, beneficiary updates, transfers, rollovers)

Coordinate document signatures and approvals (electronic and wet signatures as needed)

Assist with money movement requests following firm procedures

Monitor task queues, follow workflows, and document activities in CRM/portfolio systems

Liaise with custodians, product partners, and internal compliance/operations teams as needed

Follow privacy, security, and record retention policies (e.g., handling PII, secure document storage)

Ensure documents are complete and properly logged; support audit readiness

Maintain confidentiality and adhere to firm and regulatory guidelines

Qualification

Microsoft OfficeCRM systemsFinancial services terminologyClient service experienceNotary public commissionSecurities licensingProfessional communicationAttention to detailOrganization skills