出海雷达

财务规划公司行政助理（远程工作，美国，芝加哥，伊利诺伊州 60603）

Administrative Assistant for a Financial Planning Firm in the US (Home Based Par

其他限定地区（需当地身份）
公司Virtual Coworker
薪资未公开
工作地点United States
地域资格限定地区（需当地身份）
时区要求日间重叠约 9 小时，基本正常作息
用工类型Part Time
发布时间2 天前
数据来源Himalayas
前往 Himalayas 查看并投递 →
注意地域限制：该职位明确限定在 United States 招聘。如果你是位于中国大陆的求职者，通常需要当地工作身份才能投递，或需与雇主确认是否接受独立合同（Contractor）形式合作。

Category: Finance

Location: Scottsdale Arizona United States

  • Support the lead financial planner with repeatable client onboarding tasks for a growing US/Canadian wealth management firm
  • Complete and submit client account applications for both the Canadian and US entities, following each entity’s separate process
  • Prepare and route Investment Policy Statements (IPS) and other client documents for signature
  • Identify which entity (Canadian or US) each client is working with and apply the correct process accordingly
  • Maintain and update client records in the CRM, keeping all information accurate and current
  • Organize, file, and retrieve client documents in Box.com
  • Follow established step-by-step checklists and SOPs, checking off tasks to ensure nothing is missed
  • Handle sensitive and confidential client financial information with discretion
  • Use AI tools to support daily workflows and efficiency
  • Provide overflow support on marketing tasks as needed

DetailsOriginally posted on Himalayas

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