Front Desk Administrative Assistant

1 month ago


Wilmington, United States Aesplacement Full time

**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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