Administrative Specialist
4 weeks ago
Position Summary:
Financial advisor seeking full or part-time administrative specialist and operations coordinator to aid in the operations and continued growth of a financial services practice.
Responsibilities:
- Assist in the management of operations in tandem with leadership
- Assist in the organization and creation of systems for day-to-day operations
- Facilitate meeting reservations and reminders
- Prepare client case notes
- Email meeting recaps
- Coordinate detailed filing systems and maintain client records and database
- Manage day-to-day calendar
- Schedule meetings
- Monitor daily email
- General copying and filing
- Assist with pre-meeting packets, reports, forms, etc.
- Facilitate and monitor correspondence
- Delegate customer service for Advisor’s clients
- Coordinate holiday gifts and cards
- Tracking and monitoring new business and account/policy services
- Maintain a neat and orderly workspace
- Many miscellaneous tasks
Qualifications:
- Superior attention to detail and top tier organizational skills
- Sense of urgency and well-developed time management systems
- Compliance with all operating policies and procedures
- Previous experience with Microsoft Office Suite to specifically include Outlook, Excel, Power Point, ACT
- Strong interpersonal skills, commitment to a collegial work style and mutual accountability
- Experience with CRM software preferred
- Understanding and commitment to a business professional workplace environment
- Self-motivation and adaptable
- Ability to manage time to accommodate priorities of fast-paced Advisor
- Some college, 4-year degree preferred
- Excellent communication skills, strong written and verbal
- Positive attitude
- Must be a critical thinker and problem solver
- Sense of humor
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