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Administrative Support Specialist

2 months ago

Atlanta, Georgia, United States PrideStaff Full time
About the Role

PrideStaff is seeking a highly organized and detail-oriented Client Services Associate to provide operational and administrative support for a financial advisory practice. As a key member of our team, you will be responsible for delivering exceptional client service, managing day-to-day tasks, and ensuring seamless communication between advisors and clients.

Key Responsibilities
  • Client Service: Provide exceptional client service, serving as a liaison between advisors and clients, and proactively following up with clients to confirm account updates, paperwork, and check receipts.
  • Administrative Support: Collect and process documentation to support the new client onboarding and billing process, review daily tasks and alerts, and process accordingly.
  • Communication: Document all communication and interactions with clients in CRM in a timely manner and handle miscellaneous administrative and operational activities, such as printing, scanning, and mailing documents.
  • Special Projects: Provide support on special projects as needed, utilizing strong problem-solving skills and self-management abilities.
Requirements
  • 2-4 years of experience in client service preferred.
  • Higher education required.
  • Personable, responsive, and engaging with excellent written and verbal communication skills.
  • Adept at self-management and problem-solving with strong computer skills, including proficiency in Word, Excel, and Outlook.
  • Organized multi-tasking with the ability to work with frequent interruptions.
Benefits
  • Medical, Rx, and Wellness Benefits.
  • Dental and Vision Plan Options.
  • Short-term Disability.
  • 401(k) Retirement Plan.
  • Holiday Pay.