Administrative Assistant
Administrative Assistant
Summary of responsibilities
This position provides customer service support to the advisor’s clients and assists with administrative tasks in the day-to-day operations of the firm. The successful candidate will be expected to work in the office from 7:30 am to 4:30 pm, Monday through Friday to ensure comprehensive training support.
Principal responsibilities
- Complete all client paperwork, ensuring forms are completed accurately and completely, and submitted timely.
- Generate reports, agendas, and other statements as needed for advisor’s meetings with clients.
- File client statements, correspondence, and agreements so that all client filing is completed within five business days.
- Track pending business paperwork; update pending business summary sheet for advisor’s attention when documents are outstanding; track and tally all outstanding work weekly.
- Handle phone calls from clients, when appropriate; transfer calls to advisor, when required.
- Set appointments for Advisors and maintain the calendar as needed.
- Assist advisors with the set up and maintenance of CRM systems to ensure accuracy and maximize effectiveness of data.
Required knowledge/skills/competencies
- High attention to detail
- 5 or more years of experience in client services
- Demonstrated ability to work in fast-paced environment
- Superior organizational skills
- Sufficient patience to do repetitive work correctly
- Ability to fill out forms with accuracy
- Exceptional customer service experience
- Proficiency in MS Office Suite (e.g., Word, Excel), CRM experience preferred
- Ability to follow directions exactly
E-mail resumes to tiffany@financialtec.com
Additional Info
Job Type : Full-Time
Education Level : High School
Experience Level : Mid to Senior Level
Job Function : Administrative
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