Account Administrator
Dillon & Associates Dillon & Associates Jackson, MI Jackson, MI Full-time Full-time From $42,000 a year From $42,000 a year 1 hour ago 1 hour ago 1 hour ago About us Dillon & Associates is an investment advisory firm in Jackson, MI.
We provide investment advice to a wide range of clientele.
We emphasize superior customer service and confidentiality.
Our work environment includes:
Modern office setting On-the-job training Growth opportunities We are looking for an Account Administrator to join our team.
As an Account Administrator, you will be responsible for supporting our investment advisors in the management of client assets while also having direct interaction with customers to handle administrative issues.
Responsibilities:
- Order entry and execution - Client communication via letter, email, and phone - Data entry and auditing - Preparation of client reports and exhibits - Maintain and archive accurate records of client interactions and account information
Qualifications:
- Detail oriented with the ability prioritize in a multi-tasking environment - Excellent communication skills, proficient in professional letter writing - Adept in Microsoft Office Suite, particularly Word and Excel - Self-motivated to work independently while also collaboratively as part of a team - 2
years experience in account management or a related field with post secondary degree in business administration - Desire to join a demanding yet rewarding work environment
Benefits:
- Competitive salary - Company paid health, dental, and vision insurance - 401(k) plan with company match - Paid time off and holidays If you meet the qualifications listed above and are interested in this opportunity, please submit your resume for consideration.
We look forward to hearing from you! Job Type:
Full-time Pay:
From $42,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Experience level:
3 years Shift:
Day shift Weekly day range:
Monday to Friday Work setting:
In-person Office Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
We provide investment advice to a wide range of clientele.
We emphasize superior customer service and confidentiality.
Our work environment includes:
Modern office setting On-the-job training Growth opportunities We are looking for an Account Administrator to join our team.
As an Account Administrator, you will be responsible for supporting our investment advisors in the management of client assets while also having direct interaction with customers to handle administrative issues.
Responsibilities:
- Order entry and execution - Client communication via letter, email, and phone - Data entry and auditing - Preparation of client reports and exhibits - Maintain and archive accurate records of client interactions and account information
Qualifications:
- Detail oriented with the ability prioritize in a multi-tasking environment - Excellent communication skills, proficient in professional letter writing - Adept in Microsoft Office Suite, particularly Word and Excel - Self-motivated to work independently while also collaboratively as part of a team - 2
years experience in account management or a related field with post secondary degree in business administration - Desire to join a demanding yet rewarding work environment
Benefits:
- Competitive salary - Company paid health, dental, and vision insurance - 401(k) plan with company match - Paid time off and holidays If you meet the qualifications listed above and are interested in this opportunity, please submit your resume for consideration.
We look forward to hearing from you! Job Type:
Full-time Pay:
From $42,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Experience level:
3 years Shift:
Day shift Weekly day range:
Monday to Friday Work setting:
In-person Office Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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