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Administrative Assistant/reception

4 months ago

Albany, United States Allen Financial Full time

**Description**:
Administrative Assistant to Financial Advisor

**Job Purpose**:
To provide high level support by assisting with customized account paperwork, attending to account service needs, assisting with marketing projects, preparing financial reports, and other basic administrative tasks.

**Administrative Assistant Job Duties**:

- Be able to use Microsoft Office programs with skill including Microsoft Word, Excel and Outlook
- Process both incoming and outgoing correspondence including mail and phone calls
- Input notes into client files in Redtail CRM (Training will be provided)
- Prepare and process paperwork for both the opening and service of client accounts
- File paperwork (either hard copy or electronic) into client files
- Utilize software available from websites to open and service client accounts
- All other duties as assigned

**Skills**:

- **Detail Minded**:Be extremely detailed in performing tasks. The ability to focus on the task at hand and pay attention to each and every detail.
- **Communication Skills**:Clearly communicate with clients, companies and coworkers. Communication will include but not be limited to speech and written statements including phone conversations, meetings, letters and notes in client files.
- **Computer Skills**:Must be able to utilize computer programs such as Microsoft Office, Redtail CRM (Training will be provided), websites from both the Broker Dealer and also Investment Companies.
- **Professionalism**:Must be able to act and look professional. Dress is Business attire. A strong grasp of formal English is a necessity. The ability to arrive at work early or on time is imperative as is transportation to and from work.

Pay: $25.00 - $28.00 per hour

Expected hours: 40 per week

**Benefits**:

- 401(k)
- 401(k) matching
- Paid time off

Schedule:

- 8 hour shift

Ability to Relocate:

- Albany, NY 12205: Relocate before starting work (required)

Work Location: In person