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Director of Administration - Wealth Management HEMPHILL EXCLUSIVE!

Our client is a highly successful wealth management firm with a wonderful reputation. This firm is adding a Director of Administration position to their leadership team based upon consistent year over year growth. The organization is built on a foundation of strong leadership, integrity, long-standing relationships, trust, quality, and innovation. 

 

This position reports to the President who founded and owns the company. The Director of Administration will be a member of the leadership team along with the President, Director of Operations, and the Vice President over investment strategy and execution.

 

The President is eager to empower a leader with experience in the wealth management industry to take ownership for the following:

  • Lead a small team of quality administrative professionals who provide executive support to the leaders and all administrative support for the firm

 

  • Manage and coordinate solutions and vendors including: CRM, technology, phones, building, marketing, public relations, document management, and others

 

  • CRM management including vendor selection & management, configuration, data conversion, and creating systems and processes to ensure the firm is harvesting full value from the tool

 

  • New client on-boarding, funding, and making sure all securities are transferred successfully

 

  • Schedule regular client meetings to review portfolio and understand changes to the client's situation or strategy.  Prepare all reports and information for client meetings

 

  • Manage all client service requests, changes, distributions, and other needs

 

  • Verify all client information is updated in e-money

 

  • Manage document imaging system, create and review policies, and supervise execution

 

  • Verify all systems, tools, and platforms are linked and working well.

 

  • Interface with marketing firm and website updates to ensure our communication and marketing are being managed well.

 

This is an excellent opportunity to build a long standing career while contributing to the continued growth and success of an impressive firm you will be proud to be a member of!

 

To learn more about this opportunity on a confidential basis call Susie Hemphill at 402.334.4800 *244 or send your resume to shemphill@hemphillsearch.com to learn more. Job Number 8895SH

The Right Match - The First Time

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