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Front Desk Administrative Assistant
1 month ago
**Position:** Front Desk Administrative Assistant - Financial Firm - Wilmington, NC **Location:** Wilmington, NC
**Job Id:** 2000 **# of Openings:** 1 **Front Desk Administrative Assistant** **Minimum Requirements:**
Associates Degree
2+ years of experience working in a professional office & fast-paced environment
Proficient skills with MS Office Suite
Comfortable and familiar with CRM platforms
Industry experience preferred, but not required
This position requires that you possess the following skills: Strong organizational skills and strong attention to detail
Proficient with filing, phone systems, faxing and scanners
Excellent communication skills both verbal and written
Calendar management
Polished interpersonal and presentation competencies
Exceptional phone skills
Sincere and caring attitude Self-motivated or Autonomous
Provide outstanding client service
Thrive in a "time sensitive" environment and adaptable to changes without affecting the quality of work
**Responsibilities/Office Administration:**
This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:
Answer phones & greet clients in a friendly, warm, and professional manner
Ensure vendor supplies and "extras" (drinks, snacks for clients) are stocked
Record notes from client conversation in an accurate manner
Enter and maintain database of clients and prospects
Manage manual and e-filing systems
Attend and contribute to team meetings
Maintain the office environment in immaculate and organized condition
Maintain job-related/industry specific compliance files
Assist in organizing events, event supplies, and promotional material
Develop, mail, and analyze client satisfaction survey
Develop and mail letters to clients for various purposes upon request
Send the following to clients, but not limited to: quarterly referral letters, Reallocation letters, Appointment Reminders, Thank You notes, Birthday letters, invitations, etc.
Prioritize daily tasks to be proactive in time management Assist Advisors in various day to day tasks
General back up Support for all other positions consisting of varied tasks as needed **Presented by Advisor Employee Services** Thank you for your interest the Front Desk Administrative Assistant position. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the *top 1% of financial advisors in all 50 states* in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today
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