Administrative Assistant

2 weeks ago


Wrentham, United States Ames Financial Services Full time
Job DescriptionJob Description

Responsibilities

  • Prepare appropriate documents for client meetings by generating reports, such as position statements & client statements
  • Anticipate advisors & office managers needs and handle them proactively
  • Process phone calls from clients, when appropriate
  • Handle customer service and client needs/Service client accounts
  • Update systems and track investment transfers
  • Update clients information in Client 360 platform
  • Update pending business summary sheet for office manager’s attention when documents are outstanding
  • Draft letters as directed by office manager
  • File and upload client statements, correspondence, agreements, and organize clients investment folder etc.  
  • Make suggestions to systematize and improve office functioning


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