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Senior Admin Assistant

Company: ICONMA
Location: Plano
Posted on: November 19, 2021

Job Description:

-- The Client Administrator (CA) is accountable for assisting a Senior Institutional Advisor (SIA)/Relationship Manager (RM), and other SIA/RM, as needed within the Institutional Advisors team -- Work in partnership with a Senior Institutional Advisor/Relationship Manager to service and monitor an assigned group of accounts to ensure timely and accurate processing of client directed trades and transactions and the required financial reporting -- The Client Administrator will administer an IA book of institutional relationships with emphasis on client service and daily administrative duties -- The CA is the first point of contact with institutional clients--- front office staff, or backup to an SIA/RM for all servicing needs and inquiries, including actual transaction execution and processing Job Requirements:Requirements ------------------------ 5 to 10 years industry experience working with corporate, non-profit, public fund and/or Taft Hartley clients in administrative capacity or other client service roles. ------------------------ Strong PC skills, especially Excel, Word, and PowerPoint ------------------------ 5+ years of experience in working as a Senior Administrative assistant or Executive assistant -- As an equal opportunity employer, ICONMA prides itself on creating an employment environment that supports and encourages the abilities of all persons regardless of race, color, gender, age, sexual orientation, citizenship, or disability.

Keywords: ICONMA, Plano , Senior Admin Assistant, Administration, Clerical , Plano, Texas

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