Integrated Strategies, LLC is a Dallas-based boutique financial services firm serving Family Offices, Private Equity Firms & successful professionals with self-employment income. Our objective is to help our clients protect their assets and secure a successful transition for future generations by helping them implement protection, savings and growth strategies.

Please visit our website to learn more: https://www.drabinski.com/

Accountabilities/Responsibilities:

Efficiently perform executive secretarial tasks as listed below:

Primary driver of the [ESP] technology platform, including A360, eMoney, EZ APP and any newly developed technologies
Controls management of Investment Applications, underwriting and case preparation for Insurance and Alternative Asset approvals;
Will help to manage and operate Planning team
Relationship support between Wealth Advisor and clients
Process all client correspondence to and/from Agency Home Office
Organize and Maintain client database, utilizing client management system
Organize and maintain client files

Competencies/Skills

Multi-tasking ability, professional, attention to detail; responsible for seeing cases through from submission through implementation

Team & Service Oriented
Excellent telephone skills
Strong interpersonal communication skills
Experience in performance of administrative duties to top-level executives
Strong relationship-building skills
Assertive, overcomes obstacles and roadblocks

Measures of Success (Performance Expectations and Measures)

Timeliness and accuracy of completion of assigned responsibilities

Required or Recommend training

Proficient in Microsoft package
Experience with financial applications and processes
Past experience in financial services industry a plus

Job Type: Part-time

Pay: $25.00 - $30.00 per hour

Expected hours: No more than 25 per week

Benefits:

Flexible schedule

Schedule:

Monday to Friday

Education:

Bachelor's (Preferred)

Experience:

financial applications and processes: 2 years (Preferred)
Microsoft Excel: 2 years (Required)
Microsoft Office: 2 years (Required)
Financial services: 2 years (Preferred)

License/Certification:

Securities Industry Essentials (Preferred)
Series 7 (Preferred)
Series 6 (Preferred)
Series 63 (Preferred)

Work Location: Remote

Integrated Strategies

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