Account Administrator - Client Services for a Growing Investment Firm

Account Administrator - Client Services for a Growing Investment Firm

The Account Administrator at Bell Investment Advisors, Inc. will launch their career at a wealth management firm by becoming an integral part of our organization. You will be involved in a variety of client accounts, supporting the sales team and managing the clients’ account paperwork and processes. With direct client interaction you will gain a wide breadth of experience in the investment industry. In addition to a challenging work environment we also offer great benefits including 100% health care for employees and their families and a company contributed retirement plan. Bell Investment Advisors supports a teamwork environment and promotes collaboration; each team member of our organization cares deeply about the client and the business mission. Invest in your future and make a bigger impact at a small, yet quickly growing company.

Bell Investment Advisors, Inc. based in Oakland, CA opened for business in 1991. Since then, we've enjoyed ever-increasing demand for our performance-based approach to investment management, financial planning, and career counseling. We share a commitment to delivering results well beyond market standards, and to providing clients with uncommonly high levels of personal service and care. Today, all of us at Bell Investment Advisors remain deeply gratified by the opportunity to help our clients improve the quality of their lives. We look forward to a future filled with positive possibilities for our clients and to our role in making that future a reality.

As an Account Administrator working in our Oakland, California office, your prior back office experience, managing transactions and paperwork, will aid you in working with a variety of different accounts - including trusts and retirement accounts - as well as driving the account transfer process. With your customer service experience you will work directly with the client to open accounts, transfer funds and answer basic investment questions. You will also work closely with the portfolio manager and investment analyst, helping them to manage clients’ cash flows and place trades. Meticulous attention to detail is needed to grasp new concepts quickly and identify additional client assets and grow existing client relationships. Your aptitude for learning and propensity to take on new challenges will define your growth.. Capitalize on the opportunity to be an integral part of our successful organization while expanding your knowledge in the investment management industry.

All applications for this position are accepted via our online interview system, managed by Accolo. You can begin the interview process or refer someone you know by going to this link:

http://jobs.accolo.com/13412

Once you have completed the interview, your information will be sent directly to the hiring manager for decisions on the next steps. Regardless of the outcome, Bell Investment Advisors, Inc. or Accolo will keep you updated as to your status by e-mail or phone.

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