Experience Inc. Jobs

Description

The Administrative Associate I can expect to focus in the following areas: • Preparation of client meeting documents and account paperwork • Document preparation and processing • Inputting and updating client information in our CRM • Managing documents and client’s electronic files • Account maintenance within systems and with custodians • Management of daily check deposits • Partner with Relationship Associates to deliver a best-in-class client experience

Requirements

• A Bachelor’s Degree in Business, Finance, or a related degree preferred • 0 – 2 years proven success in financial services field preferred • Proficiency in Microsoft Applications including Word, Excel, PowerPoint & Outlook • Previous experience with Client Relationship Manager (CRM) software preferred • Committed to TCI’s Core Values and upholding the highest ethical behavior • Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI Wealth Advisors has a relationship • Client-first attitude – Seeks to provide outstanding service to all internal and external clients. Strives to develop and maintain strong, long-term relationships

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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