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Temp | Administration | Executive Assistant | Level 2(USD)
Ref No.: 18-02144
Location: Oakland, California
Start Date / End Date: 04/30/2018 to 10/30/2018


This person will support a visually impaired financial advisor so the ability to be detailed oriented is very important.


Mainly seeking recent college grads with some admin experience.

Top 3 requirements:
? Administrative experience that supports the need to be detail oriented
? Analytical skills
? Some sort of basic level experience/ understanding of financial industry


Responsibilities:

Navigate MS 3d and MS research.
Reformat email from outside sources so it can be read by the JAWS screen reader.
Respond quickly to email requesting information for a client call.
Prepare and export excel spread sheets with specific lists.
Read printed material as needed for client meeting preparation and reviews.

Some examples of daily information needed from MS systems which are not currently available with JAWS:

Statement link group information
RMD report/ and per client ira (s)
Gain loss report and by account or statement link group
NAS information on any given client
Beneficiary information for IRA accounts
? beneficiaries
Performance monitor information
Paperwork on file/ for example distribution forms for IRA's and withholdings
Read outside statements from clients including their 401k's and 401k choices
Fees by month
Year-end statement values

Research:
Articles in email, daily, from outside sources – reformat and email back for screen reader to read
CIE research on individual stocks
CIE research new, daily, rating changes etc.
MS morning call highlights
Equity baskets' holdings
MS stock ratings
Index returns at any given time
Asset allocation returns