Administrative Assistant
6 days ago
JOIN OUR TEAM TODAY
Our boutique financial planning firm client has an Administrative Assistant position available.
YOUR ROLE:
As part of the Administrative and Client Services Function, you will assist with the operations associated to client care, relationship services, information services, and monetary transfers.
HOW YOU WILL MAKE AN IMPACT:
- Partner with clients to provide detailed answers regarding client files, case updates, and applications
- Provide customer service for product or portfolio questions related to non-portfolio or non-performance related inquiries
- Manage monetary transfers and transactions
- Prioritize customer problems for the Advisor based on knowledge of products and services
- Document and update client records
- Handle all in-bound/out-bound client inquiries and complaints
- Develop and maintain a knowledge base of products offered by the firm
- Manage all Administrative Office duties
WHY YOU ARE THE RIGHT PERSON:
- Bachelor’s degree in Business, Marketing, Finance, Communications and/or 3+ years in a Administrative Assistant or Client Services role within a financial services practice.
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