Administrative Assistant
5 days ago
We are seeking a highly skilled and detail-oriented Financial Services Coordinator to join our team at Advisor Employee Services. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and assisting with various financial planning tasks.
Key Responsibilities- Prepare and maintain detailed client files, including financial plans, investment allocation models, and insurance proposals.
- Utilize various software and websites to obtain client and product information, and compare existing solutions to those currently available in the marketplace.
- Establish and maintain relationships with clients, providing exceptional customer service and resolving inquiries in a timely and professional manner.
- Assist in client meetings, presentations, and correspondence, including letters and email correspondence.
- Perform routine administrative tasks, such as data entry, filing, and record-keeping.
- 2+ years of administrative office experience in a fast-paced environment.
- Financial industry experience preferred.
- Intermediate to advanced skills with MS Office Suite, specifically Excel.
- Strong organizational skills, attention to detail, and ability to prioritize tasks.
- Excellent communication and customer service skills, both verbal and written.
- Competitive salary range: $45,000-60,000.
- Three weeks paid time-off per year.
- Additional days off when company goals are met.
- Traditional and Roth 401(k) retirement plans with company contributions.
- Group health insurance plan with a great provider network.
- Free lunches and on-site coffee, tea, and snacks.
- Opportunities for professional development and certification.
We are committed to providing a supportive and collaborative work environment that allows our employees to grow and thrive. We offer a range of benefits and perks, including:
- A competitive salary and benefits package.
- Opportunities for professional development and certification.
- A supportive and collaborative work environment.
- A chance to work with a reputable and established financial services firm.
If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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