Financial Services Administrative Assistant

2 weeks ago

Corona, United States Brand Financial Services Full time
Job DescriptionJob Description

Christine S. Brand, owner of a growing financial services firm in Corona, CA has a rewarding opening for a Financial Services Assistant. This position will be focused on helping the advisor grow her business by creating consistent and pleasant client experiences. We believe in service with a smile, treating others the way that we wish to be treated and always going the extra mile. The ideal candidate will also be unwavering in our beliefs, integrity and ethical standards.

 

Responsibilities include but are not limited to:

· Greeting clients and visitors

· Screening and/or selectively referring callers

· Supporting clients by providing services in account management

· Maintaining client databases and compiling information to prepare reports using appropriate software

· Setting up client appointments and maintaining the Advisor’s schedules ensuring the schedule is adequately full

· Preparing for client appointments ensuring all necessary data is prepared in advance. Meeting preparation includes but is not limited to creating the Portfolio Position Report, and downloading recent statements, and current reports

· Ensuring necessary tasks are completed for client accounts, including new account paperwork, scanning of documents and archival of documents

· Performing various client services tasks ensuring that every client receives exceptional service in every interaction

· Performing additional administrative tasks and special projects as assigned including basic office functions

· Collating tax returns

 

Requirements:

· Two years related experience (administrative, customer service) or equivalent education

· Microsoft Office experience (Word, Excel)

· Banking or Financial Services Experience Preferred

 

Competencies:

· Excellent Analytic and Problem Solving Skills

· Building Trust and Integrity

· Positive Nature

· Attention to work quality

· Relationship building

· Client Centric

· Professional Appearance & Demeanor

· Communication Skills

Company DescriptionAs our firm grows and changes, we remain unwavering in our beliefs, integrity and ethical standards. Honest communication is an integral part in any relationship and we understand its importance in developing mutual trust and respect with those we serve. We take a genuine interest in the personal lives of those around us, and deeply value the relationships we form with each other and our clients.Company DescriptionAs our firm grows and changes, we remain unwavering in our beliefs, integrity and ethical standards. Honest communication is an integral part in any relationship and we understand its importance in developing mutual trust and respect with those we serve. We take a genuine interest in the personal lives of those around us, and deeply value the relationships we form with each other and our clients.

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