Executive Support Specialist
6 days ago
We are seeking a skilled and organized Administrative Assistant to join our team in Salem, OH. This role involves providing exceptional support to our clients in the investment and wealth management industry.
Job SummaryThe successful candidate will be responsible for maintaining client data across various systems, processing service requests, and communicating with clients through phone calls and greetings. They will also assist with quarterly portfolio reports and client review meeting presentations.
Key Responsibilities:- Add and maintain accurate client data in business systems using document management and customer relationship software.
- Process client service requests and general account maintenance as directed by management.
- Communicate effectively with clients via phone calls and provide a warm greeting experience.
- Assist with the preparation of quarterly portfolio reports and client review meeting presentations.
- Perform general clerical functions to support the firm's operations.
- Hold an undergraduate degree or possess equivalent work experience.
- Demonstrate proficiency in Microsoft Office, particularly Excel, Outlook, and Teams.
- Maintain the highest level of confidentiality when handling sensitive information.
- Ability to work under pressure and manage multiple projects simultaneously.
- Be willing to learn and grow with the company.
- Display organizational and attention-to-detail skills.
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Direct Deposit
In addition to these benefits, more advantages await you upon joining our team. You can explore all our job openings by visiting https://employtemps.zenople.com/job-portal/ETemps.
EQUAL EMPLOYMENT OPPORTUNITIES: Employ-Temps Staffing Services is committed to equal employment opportunities for all employees and applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran or military status, sexual orientation, gender identity or expression, political beliefs, or any other characteristic protected by federal, state, or local laws.
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