Office Manager/Administrative Assistant in Financial Services

3 weeks ago

Puyallup, United States Investors Portfolio Services Full time
Job DescriptionJob Description

This position requires that you possess the following skills:

 Quality Service and Strong Customer Service Skills

 Clear Communication

 Computer expertise in Microsoft Word, Excel, Outlook, and Publisher.

 Initiative along with the ability to work independently

 Organization and meticulous attention to detail to smoothly run the office

 Continuous Learning

 Three or more years of professional administrative support and/or customer service experience with experience as a Financial Advisor Assistant or Paraplanner a plus.

 

Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

 Manage calendar and appointments

 Prepare for appointments and meetings by preparing reports and forms as needed

 Respond to client inquiries on administrative questions

 Follow and track business activities

 

Office Administration: Assisting a Financial Advisor in managing the office to exceed expectations includes:

 Effective communications with the Financial Advisor

 Management of phone calls and walk-in clients

 Assist with bookkeeping, order supplies and process expenses

 Preparing correspondence. Drafting simple letters and memos.

 Making copies and send and distribute faxes and mail

 

Account Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include:

 Opening, closing and transferring accounts

 Confirming trade and other transactions

 Establishing retirement, personal, estate and trust accounts

 Following current compliance rules and regulations

 Maintain client and branch files

 

Business Development: Support the Financial Advisor in developing the branch through:

 Mailings for marketing

 Email Blasts

 Follow up with prospective clients and clients

 

Seminar Support: Coordinating seminars we host four times per year with established sponsors:

 Manage brochure mailings

 Order Workbooks

 Handle all communications with sponsor

 Schedule needed follow up appointments with prospective clients.

 

Self Development: You will have the opportunity and are expected to take advantage of developmental opportunities. Examples include:

 Keeping up with system and regulatory changes

 Setting and reaching goals

Company DescriptionIndependent Registered Investment Advisory Firm. We are Puyallup Washingtons largest independent advisor. See our web site at
www.Investorsportfolioservices.comCompany DescriptionIndependent Registered Investment Advisory Firm. We are Puyallup Washingtons largest independent advisor. See our web site at \r
www.Investorsportfolioservices.com

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