Financial Firm Front Desk Executive​/Administrative Assistant

3 weeks ago

Saint Paul, United States Capital Street Financial Services, Inc. Full time
Job DescriptionJob Description

Position Description:

Full-time Front Desk Executive & Administrative Assistant to support a financial services firm in downtown St. Paul. Primary responsibilities include, but are not limited to, greeting clients upon arrival, answering and directing telephone calls, scheduling meetings, maintaining databases, document management, event planning, and other projects as they arise. This person must possess strong customer service skills. The ideal candidate will also have excellent verbal and written communication skills with the ability to collaborate and work well in a team-based environment.

Primary Responsibilities:

  • Client Communication – in person, telephone, email, and mail
  • Handling of incoming mail (sorting, documenting, and distributing)
  • Scheduling appointments and keeping control of multiple calendars, making the best use of time
  • Database Maintenance – update client records and data, mail, distribution of lists and forms
  • Insurance Processing – prepare illustrations, proposals, and applications work with clients to gather data and maintain files
  • Daily/Monthly/Annual Tasks and Projects – email and mail management, compliance submissions, electronic file maintenance, management of office supplies/inventory, assisting advisors and the team as needed, tax season projects, and holiday gift coordination
  • Managing contracts with outside vendors
  • Coordinating mass email and mail projects
  • Team player with a positive and kind attitude

Qualifications:

  • Proven work experience as a Receptionist, Front Office Representative, Event Planner, or similar role
  • Solid written and verbal communication skills
  • Excellent customer service mentality
  • Professional presence with the ability to handle sensitive information confidentially
  • Detail-oriented with strong organizational skills
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • A bachelor’s degree in Business or related field (preferred)

Requirements:

  • This position will be required to sign a confidentiality agreement upon hire and may be asked to sign updated confidentiality agreements from time to time.
  • Experience drafting and editing business correspondence
  • Discretion and trustworthiness as this role is often included in confidential communications

Benefits:

  • Health Insurance Plan
  • HSA Plan
  • Retirement Plan
  • Short Term, Long Term, & Disability Insurance
  • Paid Parking
  • Generous Vacation/PTO Policy

To learn more about Capital Street Financial Services, please visit, www.capitalstreet.biz.

Company DescriptionCapital Street Financial Services, "Where the past meets the future". Capital Street offers an extensive financial service package designed to help protect and enhance the financial positions of our clients. Capital Street brings you the value and convenience of a one-stop service. The experience of our organization and our commitment to technology allows us to embrace the best the future has to offer while maintaining the foundation of trust and tradition forged over years of service. The past is linked to the future. Welcome to Capital StreetCompany DescriptionCapital Street Financial Services, "Where the past meets the future". Capital Street offers an extensive financial service package designed to help protect and enhance the financial positions of our clients. Capital Street brings you the value and convenience of a one-stop service. The experience of our organization and our commitment to technology allows us to embrace the best the future has to offer while maintaining the foundation of trust and tradition forged over years of service. The past is linked to the future. Welcome to Capital Street

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