Financial Administrator Ref 6263539824

Company Description

STRIDE Financial is a full-service brokerage specializing in comprehensive, holistic financial planning. We offer a complete line of financial services and products for families and businesses, including retirement planning, college planning, estate planning, business planning, various insurance products, and investment advisory services.

Role Summary

This role involves supporting our advisory team with client account operations, ensuring smooth financial transactions, and gaining hands-on exposure to the investment process and client relationship. Day-to-day responsibilities include client service communications, verifying financial and ACH transactions, managing fund transfers, serving as liaison between company and its clearing house, and providing overall customer support services

Role Description

• Prepare paperwork as directed by the agent/advisor
• Complete and double check all paperwork for items that need to be added, signatures, initials, dates, etc.
• Frequently communicate with clients regarding the activity of their accounts that are getting established
• Follow up on task list daily through database management or other established system
• Check the clearing firm’s site daily for transfer activity
• Perform the annual Required Minimum Distribution Procedures for clients aged 73 or who own an inherited IRA/401k
• Setup Electronic Client Portal for new clients and maintain electronic records per Filing System
• Provide backup for Onboarding Specialist and Client Service Specialist as needed
• Assist department manager in developing and implementing new programs to assist in business processing, tracking, etc.
• Maintain and track all recurring client disbursements & contributions
• Work with clients to update beneficiaries

Qualifications

• Strong Financial Planning and Finance skills
• Excellent Attention to Detail
• Proficiency in financial tasks
• Effective Communication skills with clients and team members
• Ability to establish and maintain positive relationships with existing and potential clients
• Bachelor's degree in Finance, Accounting, or a related field
• Proven experience in financial administration or a similar role
• Ability to work collaboratively in an on-site environment in Chicago, IL