Administrative Assistant

3 weeks ago


Greenbelt, United States Chesapeake Financial Strategies Full time

A well-established investment firm in Greenbelt, MD is seeking a qualified professional to join the team in the important role of part-time Administrative Assistant (21-24 hours per week).


This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient and highly professional manner.


Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.


Responsibilities:

  • Frequent client contact by phone and email
  • Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents
  • Schedule and confirm client appointments by email and phone
  • Document client interactions via Redtail CRM, follow up on client meetings
  • Monitor incoming and outgoing mail, photocopying, scanning, filing and data entry
  • Prepare and submit client paperwork and financial transactions accurately
  • Prepare and process paperwork for new business accurately, includes paperwork for mutual funds, annuities and life insurance products
  • Respond to and correct paperwork not in good order
  • Inform financial advisor of client issues of significant concern
  • Stay apprised on industry and company rules and regulations
  • Attend branch operations meetings and sales assistant conferences
  • Other projects and tasks as assigned


Skills Required:

  • Ability to develop strong client relationships
  • Excellent oral and written communication skills
  • Ability to work independently
  • Problem solver, critical thinker and creative skills
  • Ability to anticipate client and advisor needs
  • Capable of working under deadlines
  • Ability to do research to answer questions
  • Quick and accurate typing
  • Neat and legible handwriting for written paperwork and note-taking


Technology Used:

  • Redtail CRM, Albridge, Docupace, Morningstar, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
  • Various investment and insurance company websites


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