Administrative Services Specialist
4 days ago
We are seeking a highly organized and detail-oriented Administrative Associate to provide administrative support to our Financial Advisors in meeting the needs of our clients.
This is an excellent opportunity for someone who enjoys working in a fast-paced environment, providing exceptional customer service, and supporting the growth of our business.
About the RoleThe successful candidate will be responsible for performing a wide range of administrative duties, including:
- Preparing and maintaining client paperwork
- Answering phone calls and directing visitors in a polite and professional manner
- Coordinating and scheduling client meetings
- Preparing account review documents for advisors
- Utilizing CRM systems to maintain, follow up, and complete daily activities
- E nsuring compliance with company guidelines and regulations
In addition to these duties, the successful candidate will have the opportunity to work independently, exercise good judgment, and prioritize tasks effectively.
RequirementsTo be considered for this role, you will need:
- A Bachelor's Degree in Business, Administration, or a related field
- Experience in the investment services industry (desired)
- Proficiency in Windows-based software, including Microsoft Office
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- High level of confidentiality and discretion
Please note that a background check may be required for this position.
About Our CompanyRed River Bancshares, Inc. is a financial institution dedicated to providing exceptional service and support to our clients and employees. We offer a competitive salary and benefits package, as well as opportunities for career growth and development.
Our estimated salary range for this role is $45,000 - $55,000 per year, depending on experience and qualifications.
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