Administrative Assistant

3 weeks ago


The Villages, United States Lynkx Staffing Full time
Job DescriptionJob Description

Our Financial Services client seeks an Administrative Assistant who will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily

The ideal candidate for this role will be someone who has the desire to work in the financial industry and who will contribute to the firms business growth. A sharp phone presence and a love for building rapport with prospects and clients is a must The incumbent has a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office?

Assist the Financial Advisor in managing the branch office to exceed client and regulatory expectations including but are not limited to:

  • Answer phones and greet clients in a friendly, positive, and warm manner
  • Be the first point of contact for prospects and clients
  • Maintain office supplies and outgoing correspondence
  • Assist clients with issues and concerns
  • Build and improve upon client relationships
  • Database management
  • Set appointments with clients and assist the Advisor with calendar management
  • Pre-appointment preparation including compiling account summaries
  • Maintain office filing system, both paper and electronic
  • Record notes from client conversations
  • Assist with various marketing objectives
  • Other industry-specific tasks as needed
  • Assists Back - Office support initiatives and/or core projects that support Advisory teams - including client review reviews and prospects plan prep
  • Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.

REQUIREMENTS

  • Bachelor's Degree preferred
  • 2+ years of administrative office experience in a fast-paced environment
  • Financial industry experience preferred
  • Advanced skills with MS Office Suite
  • CRM experience preferred
  • Experience in annuities and insurance preferred
  • Ability to prioritize projects and manage time
  • Savvy customer service, to include excellent communication, both verbal and written
  • Strong follow-through
  • Good-natured, positive attitude
  • Ability to demonstrate persistence to achieve quality

Benefits

After 6 months:

  • Full health insurance, including dental and vision
  • Generous PTO and Comp time
  • 401(k)
  • Annual bonus

Hours:

  • Monday – Friday , 8:30am-5:00pm
  • Some evenings required for client events

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