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Administrative Coordinator

1 week ago


Centennial, Colorado, United States RCS Wealth Management Group Full time

Company Overview

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RCS Wealth Management Group is a reputable financial planning firm dedicated to providing exceptional service to our clients. We are seeking a highly skilled and detail-oriented Administrative Assistant to join our team.

Job Summary

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We are looking for an experienced administrative professional to provide support to our office staff. The successful candidate will be responsible for maintaining client files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents.

Key Responsibilities

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  • Maintain accurate and up-to-date client records and files">
  • Prepare and process client paperwork, including account applications and bank authorizations">
  • Answer incoming calls and direct them to the appropriate staff member or take messages">
  • Schedule appointments and meetings as needed">
  • Perform general administrative tasks, such as photocopying, filing and data entry">
  • Assist with special projects and tasks as assigned by management">
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Requirements

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To be successful in this role, you will need:

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  • Previous experience in an administrative role, preferably in a financial services setting">
  • Excellent communication and organizational skills">
  • Ability to work accurately and efficiently in a fast-paced environment">
  • Strong attention to detail and ability to maintain confidentiality">
  • Familiarity with Microsoft Office software and other standard office equipment">
  • Ability to work independently and as part of a team">
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Benefits

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We offer a competitive salary and benefits package, including:

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  • Health insurance">
  • Dental insurance">
  • Vision insurance">
  • Retirement plan">
  • Paid time off">
  • Holidays">
  • Tuition reimbursement">
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About Us

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RCS Wealth Management Group is committed to providing exceptional service to our clients. We value honesty, integrity and hard work, and we strive to create a positive and supportive work environment.