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Financial Services

2 months ago

Henrietta, United States TES Staffing Full time $23 - $32
Job DescriptionJob Description

Our client, a highly regarded Financial Advisement leader with one of the most renound firms in Rochester, is actively seeking a professional, motivated and detail-oriented Administrator to join her team and the growing firm. 

Job Function:
Responsible for initiating and coordinating the administrative and general operational functions required to support the sales, prospecting, and servicing activities of a mature financial services practice. Training and mentoring provided.

Details:
Monday – Friday   
Typical workday is 8:00a-4:30p with some flexibility. 
Pay: Depending on experience, starting at $23/hr.  Will increase base pay for candidates with experience in the field and if they are licensed.  
Excellent 401k and ancillary benefits.  Medical benefits are negotiable. 

Duties and Responsibilities:

  • Communicate and work with team members daily to prioritize tasks and review outstanding service/operations items. Accomplish tasks in a timely and efficient manner.

  • Build rapport with clients and provide high quality client service.

  • Schedule meetings and address incoming client calls and emails.

  • Create and maintain accurate and organized client database and files.

  • Draft reports, illustrations, and client review related documents.

  • Prepare account applications and forms for client reviews.

  • Receive and process client service requests. Track progress to ensure completion.

  • Learn, understand, and follow compliance policies and procedures.

  • Send correspondence to clients including but not limited to emails, letters, marketing materials, newsletters, birthday cards, holiday cards.

  • Plan and coordinate client marketing events.

  • Use technology to drive efficiency of team.

Qualifcations: 

  • Dependable, Organized w/ ability to multi-task

  • Positive and friendly with strong customer service skills

  • Flexibility to adjust priorities throughout the day and adapt to changing schedules

  • Problem Solver / Common Sense / Critical Thinking Ability

  • Proactive

  • Well-spoken with excellent communication skills

  • Knowledge of computer programs (Microsoft Word and Excel, CRM, etc.)

 

Company DescriptionTES Staffing is a regional staffing and HR services company. We work with Western NY's top companies to offer our applicants a wide variety of choices when looking for their next career opportunity. We will work with you to identify your strengths and try to match you up with the right job opening we have at that point in time. We look forward to working with you and cannot wait for you to create your future togetherCompany DescriptionTES Staffing is a regional staffing and HR services company. We work with Western NY's top companies to offer our applicants a wide variety of choices when looking for their next career opportunity. We will work with you to identify your strengths and try to match you up with the right job opening we have at that point in time. We look forward to working with you and cannot wait for you to create your future together