Back Office Administrator

About The Client:

They are dedicated to providing their clients with top-tier financial planning and wealth management services. Their mission is to empower individuals and businesses with comprehensive financial strategies, helping them achieve their long-term goals. They take pride in fostering a collaborative and efficient environment, and we’re looking for a talented Back Office Administrator to join our client's growing team.

Job Description:

We are seeking a detail-oriented and organized Back Office Administrator to support the smooth operation of our client's administrative functions. This role is vital in ensuring that our front-end teams can focus on delivering outstanding service to clients by managing key back-office tasks, maintaining records, and providing general administrative support. The ideal candidate will have strong multitasking skills, excellent attention to detail, and a proactive attitude.

Key Responsibilities:

• Maintain and update client records, financial documents, and administrative databases with accuracy and confidentiality.
• Process client requests, such as document submissions, account updates, and routine inquiries.
• Coordinate with financial advisors, account managers, and other departments to ensure smooth operations.
• Prepare reports, presentations, and documents for internal and external meetings.
• Assist with scheduling, managing appointments, and handling client communication where necessary.
• Perform data entry and ensure that all information is accurate and up to date.
• Help with compliance and regulatory filings, ensuring all documents adhere to financial regulations.
• Track and process invoices, bills, and other financial transactions.
• Handle general office duties such as filing, organizing paperwork, and maintaining office supplies.
• Contribute to process improvements to enhance efficiency within the back office.

Requirements

• Proven experience in an administrative or back-office role, preferably in the financial services industry.
• Excellent organizational and time-management skills, with the ability to manage multiple tasks simultaneously.
• Strong attention to detail and a high level of accuracy in data entry and record-keeping.
• Proficiency with office software (Microsoft Office Suite, especially Excel, Word, and Outlook).
• Experience with CRM systems and financial software is a plus.
• Ability to work independently as well as part of a collaborative team.
• Strong communication skills, both written and verbal, with a professional demeanor.
• Knowledge of financial industry regulations and compliance is a plus, but not required (training will be provided).
• High school diploma or equivalent required; additional education or certifications in finance, business administration, or related fields are advantageous.

Benefits

• Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.

• Payment: All payments for your services will be handled directly by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
• Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client's business needs and any specific policies or preferences they may have in this regard.

Salary: $900 - $1100
Schedule: EST