Job Summary
The primary responsibility of the position will be to assist the financial advisors in the servicing of their existing and new clients while offering support to enhance overall client satisfaction. This role will combine front desk responsibilities along with administrative support, ensuring smooth daily operations. The ideal candidate will be energetic, detail-oriented and possess strong organizational skills to manage multiple tasks efficiently. You will also be the first point of contact for clients and callers, while also helping to keep the office running seamlessly.
Duties
- Keep daily operations running smoothly, manage calls, prepare letters, scanning, copying
- Greet clients warmly and manage front office duties with professionalism and enthusiasm
- Answer and route incoming calls with clear, professional communication
- Type forms and documents
- Processing of new & existing client business
- Client account servicing
The ideal candidate should possess strong communication and computer skills and should be able to multi-task.
Experience
- Computer proficiency in Microsoft Outlook, Excel and Word
- Accurate typing and computer skills
- Professional dress and conduct
- Financial services experience helpful but not required
- Pre-employment background check and fingerprinting required
- 30-35 hours per week
- Pay will be commensurate with experience
Benefits:
Work Location: In person
