Another Source

Account Administrator

ID 9676
Job Locations
US-WA-Lynnwood
Category
Administrative
Company
Comprehensive Wealth Management, LLC

At a glance

Are you hard working, detail-oriented and possess excellent customer service skills? Comprehensive Wealth Management is looking for an Account Administrator to act as a liaison between their clients, advisors, planners and firm custodians. If you possess strong organizational tendencies, paired with a good sense of humor, you may be an ideal candidate for this role! Why join CWM? They value their team members as well as balance, work ethic, joy, success, and personal growth for everyone who enters their doors. Plus, they have great benefits!

Description: What you'll be doing

 Another Source’s client, Comprehensive Wealth Management (CWM), is recruiting an Account Administrator to join their Lynnwood team. 

 

Comprehensive Wealth Management (CWM) is a financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners throughout the greater Seattle and Bellevue area. As the premier wealth manager in the north end and South Snohomish county, our focus is on providing clients with the highest level of client service, advocacy, and stewardship. 

 

Founded in 2001 during a time when "fiduciary" and "team practice" were just buzz-words for most of the industry, the team at CWM prides itself in providing proactive and comprehensive advice, planning, and investment selection to fit the extensive and specific needs of clients. We believe the U.S. is one of the easiest places in the world to build wealth and we can teach others the knowledge they need to achieve financial success. 

 

To learn more:  

https://www.cwmnw.com/  

https://twitter.com/CWM_Team  

https://www.facebook.com/comprehensivewealth  

 

 

We are looking for a friendly and detailed-oriented personality to act as a liaison between our clients, advisors, planners, and firm custodians. If you possess strong organizational tendencies, paired with a good sense of humor, you may be an ideal candidate for this role. We’d prefer someone with a minimum of 1-2 years’ experience in financial services and/or customer service. The person in this role will often act as a key accountability partner for clients, gently reminding them to complete action steps or tasks, but will also steadfastly defend and trouble-shoot issues that may arise in regards to client’s accounts.   

 

The ideal candidate is looking for mutual commitment and long-term employment with a great team and great clientele. 

 

At CWM we value our team members and we value balance, work ethic, joy, success, and personal growth for everyone who enters our doors.  

 

Job Summary  

 

The Account Administrator is responsible for set up and maintenance of client investment accounts and insurance policies; compilation and completion of client, custodian and firm paperwork; review and maintenance of client transactions and activity; and execution of client and firm tasks such as preparation of reports. 

 

Duties and Responsibilities 

 

The Account Administrator can expect to focus in the following areas: 

 

  • Set up accounts for new and existing clients 
  • Assist in completing firm and custodian paperwork as needed 
  • Coordinate sharing of information with outside professionals, including submittal of tax information to clients and CPAs as needed 
  • Compile paperwork and agendas for client meetings and service reviews; attend client meetings as assigned, prepare meeting summaries and complete action items 
  • Collaborate as a member of the client relationship management team; communicate with clients as needed/as assigned 
  • Review client transactions and activities; monitor Account Alerts; support investment team as needed 
  • Process insurance paperwork and run illustrations as needed 
  • Other duties as assigned 

 

Qualifications 

 

The Account Administrator position typically requires the following qualifications: 

  • Min. 1-2 years’ experience in the financial services industry (preferred) 
  • Bachelor’s degree from an accredited university 
  • Securities licensed (e.g. Series 6, 7, 65, 66, etc.) as well as insurance licensed (life and disability) a plus  
  • Proficiency in Word, Excel and Outlook. Experience with Schwab Institutional, JunxureSchwab Portfolio Servicesor Tamarac a plus 
  • Strong analytical skills 
  • Detail-oriented, focused, and efficient with a high degree of accuracy 
  • Adaptable; Able to multitask and prioritize a variety of activities 
  • Client first attitude 
  • Excellent written and verbal communication skills 
  • Team player, collaborative, able to work with others and take direction 
  • Achiever mentality; determined but also friendly and personable  
  • Desire/ability to work successfully in a small company environment 

 

Salary and Benefits 

 

Pay/benefits are competitive based on industry standards. 

  • Salary will be based on experience  
  • Benefits include health care and 401k with 4% employer match 
  • Paid time off (PTO) including 9 paid holidays (includes a paid day off annually for your birthday) and increasing accrual time of PTO from 12 days to 22 days per year. 
  • Partial and/or full financial support for approved professional accreditation/continuing education requirements and other education/training opportunities  

 

To Apply 

 

If you’re interested in being a part of the CWM team, please submit your resume AND cover letter 

 

Another Source works with their clients, on a retained project basis, to maximize the recruiting process. 

 

Keywords: Account Management, Account Administrator, Client Executive, Client Services, Client Management, Financial Services, Customer Service, Account Relationship Manager, Client Solutions Manager, Client Success Manager 

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