Administrative Assistant/Receptionist

3 weeks ago


New Orleans, United States Montz Harcus Wealth Management Full time

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks.

Responsibilities

  • Answer multi-line phone system
  • Handle and coordinate active calendars
  • Schedule and confirm meetings
  • Ensure file organization based on office protocol
  • Compile and enter client account data, details, and tasks in CRM
  • Manage and resolve client service problems
  • Assist advisors and clients accurately and efficiently with account paperwork
  • Serve as quality control point to ascertain that all paperwork, policies, and procedures for customer requests have been adhered to in accordance with all compliance requirements
  • Support with any administrative tasks, as directed
  • Additional projects and tasks as assigned.

Qualifications

  • Strong interpersonal, customer service and communication skills
  • Ability to handle stress and prioritize multiple tasks
  • Proficient in Microsoft Office suite
  • Excellent attitude and client service orientation
  • Ethical, honest, high level of integrity and confidentiality
  • A genuine interest and commitment in serving and caring for other people
  • Strong attention to detail with extreme accuracy and high-quality work
  • High energy level and comfortable performing multi-faceted projects independently
  • Flexible and adaptable must respond well to ongoing changes of a growing and evolving business and wants to be challenged
  • Excellent organizational, time management and problem-solving skills

Salary and Benefits

  • Competitive salary based on experience and qualifications
  • 401(k) with company match
  • Generous time off policy


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