Administrative Assistant
3 weeks ago
Summary of responsibilities
This position provides administrative support to the advisor and VP of Customer Service, interfacing with clients and maintaining operating efficiency with paperwork and software programs.
Principal responsibilities
- Complete all forms correctly and submit them within one business day
- File client statements, correspondence, and agreements so that all client filing is completed within five business days
- Track pending business paperwork; update pending business summary sheet for advisor’s attention when documents are outstanding; track and tally all outstanding work weekly
- Handle phone calls from clients, when appropriate; transfer calls when required
- Handle advisor needs proactively
- Update CRM systems and so forth
- Perform mail merge for mailings, as directed by advisor
- Use COMMunity Link® to access Commonwealth resources and other systems
- Use Commonwealth’s services efficiently
- Make recommendations to systematize and improve office functioning
Required knowledge/skills/competencies
- High attention to detail
- Five years’ experience in an administrative role or three years’ experience in financial services
- Demonstrated ability to work in fast-paced environment
- Superior organizational skills
- Sufficient patience to do repetitive work correctly
- Ability to fill out forms exactly
- Proficiency in MS Office Suite (e.g., Word, Excel)
- Ability to follow directions exactly
Pay: $40,025.38 - $48,202.61 per year
**Benefits**:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
- No weekends
Work Location: In person
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