Administrative Support Specialist

21 hours ago


Greenbelt, Maryland, United States Chesapeake Financial Strategies Full time
Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Chesapeake Financial Strategies. As a key member of our support staff, you will provide exceptional customer service and administrative support to our clients and advisors.Key Responsibilities
  • Provide timely and accurate responses to client inquiries via phone and email
  • Assist clients with service needs, including account changes, purchases, and withdrawals
  • Schedule and confirm client appointments
  • Document client interactions and follow up on client meetings
  • Monitor and process incoming and outgoing mail, photocopying, scanning, and data entry
  • Prepare and submit client paperwork and financial transactions accurately
  • Stay up-to-date on industry and company rules and regulations
  • Attend team meetings and sales assistant conferences
Requirements
  • Excellent communication and problem-solving skills
  • Ability to work independently and as part of a team
  • Strong organizational and time management skills
  • Proficiency in Microsoft Office Suite and CRM software
  • Ability to maintain confidentiality and handle sensitive information
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package


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