Administrative Assistant

What You’ll Do

• Answer phones and greet clients in a friendly, positive, and warm manner
• Be the first point of contact for prospects and clients
• Maintain office supplies and out-going correspondence
• Aid clients with issues and concerns
• Build and improve upon client relationships
• Database management
• Set appointments with clients and assist Advisor with calendar management
• Pre-appointment preparation including compiling account summaries
• Maintain office filing system, both paper and electronic
• Record notes from client conversations
• Other industry-specific tasks as needed
• Aids Back - Office support initiatives and/or core projects that support Advisory teams - including client reviews and prospects plan prep
• Attend and support bi-monthly seminars

What We’re Looking For

• Administrative office experience in a faced-paced environment
• Advanced skills with MS Office Suite
• CRM experience
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Savvy customer service, to include excellent communication, both verbal and written
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Good natured, positive attitude
• Ability to demonstrate persistence to achieve quality
• Collaborative team player willing to assist others

Bonus Points

• Financial industry experience preferred