What are the responsibilities and job description for the Account Administrator position at KEATING?
At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.
What Keating and Associates can offer you!
- Professional Development
- 9 paid holidays, including your birthday!
- 401(k) with company match
- Employer-Paid Disability, Life Insurance, and Employee Assistance Program
- Health, Vision, and Dental Plans
- Dependent Care and Flexible Spending Accounts
- Paid Time Off
- Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, Lunch Bunch, and more!
Learn more about us at https://keatinginc.com/why-keating/#values.
Keating and Associates, Inc.
Account Administrator
Job Summary
The Account Administrator will provide exceptional service to our financial advisors and clients on all investment account administrative activities. You will operate within Raymond James systems and processes and use Raymond James resources to provide excellent account service. Going above and beyond for our clients and collaborating well with your advisor team(s) and the investment department are critical for successful service. Training will be provided. This position is non-exempt and located in our Lawrence, KS office.
The Account Administrator will report to the Branch Manager.
Responsibilities include, but are not limited to:
- processing Money Movement requests including contributions and distributions.
- processing trades as requested by advisors.
- tracking Required Minimum Distributions on all advisor accounts.
- timely responses to client and advisor requests via phone call and email
- initiating and completing account transfers and rollovers.
- daily tasks involving phone calls and email requests.
- running Raymond James reporting as requested by advisors.
- maintaining client accounts.
- continued follow up on tasks not yet completed.
- all other duties as assigned or directly related to unique ability
Desired skills include, but are not limited to:
- Strong attention to detail
- Able to exercise independent judgment and maintain ethics
- Deliver clear, effective communication across all mediums
- Takes initiative to solve problems
- Personable, service oriented, and collaborative
- Savvy with new technology
- Strong follow through and organizational skills
Salary : $45,000 - $50,000
