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:
Schedule:
Education:
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
