Administrative Assistant

2 weeks ago


Greenbelt, United States Chesapeake Financial Strategies Full time
Job DescriptionJob Description

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
Company DescriptionChesapeake Financial Strategies - At a Glance
Don, Donnie and their team at Chesapeake Financial Strategies, LLC have been advising clients in Financial Planning, Retirement Planning, and Wealth Management areas for over forty years. By utilizing progressive resources, independent investment advice and research, clients receive a customized approach of support to help achieve their planning and management objectives. To add to the client experience, our style is backed up with exemplary customer service and personalized attention.

Though the office is located at 7501 Greenway Center Drive, Suite 420, Greenbelt, MD 20770, we work with clients all over the United States and overseas. Most of our clients live within the Mid-Atlantic Corridor, serving MD, VA, DC, DE, NJ, PA, and WV.Company DescriptionChesapeake Financial Strategies - At a Glance\r
Don, Donnie and their team at Chesapeake Financial Strategies, LLC have been advising clients in Financial Planning, Retirement Planning, and Wealth Management areas for over forty years. By utilizing progressive resources, independent investment advice and research, clients receive a customized approach of support to help achieve their planning and management objectives. To add to the client experience, our style is backed up with exemplary customer service and personalized attention.\r
\r
Though the office is located at 7501 Greenway Center Drive, Suite 420, Greenbelt, MD 20770, we work with clients all over the United States and overseas. Most of our clients live within the Mid-Atlantic Corridor, serving MD, VA, DC, DE, NJ, PA, and WV.

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