Administrative Coordinator
3 days ago
Everence is seeking an experienced Administrative Assistant to provide exceptional support to our team. As the primary contact for visitors and callers, you will be responsible for providing excellent customer service, handling financial data, and maintaining confidentiality.
Key Responsibilities- Office Support
- Greet clients in a positive and friendly manner.
- Answer incoming calls, schedule appointments, and forward calls to the appropriate person.
- Handle incoming and outgoing mail and faxes, and distribute mail daily.
- Assist with bulk mailings as needed.
- Maintain and order office supplies, including snacks and drinks for client meetings.
- Assist with scanning for the local office.
- Monitor the reception area for stocked literature.
- Keep the front office and kitchen clean, neat, and well-stocked, and water plants.
- Effectively route customer inquiries and questions by attending to client service quickly, thoroughly, and professionally.
- Become proficient with the Customer Relationship Management (CRM) software and OnBase software platform for workflows and file storage.
- Assist Client Services Representatives (CSRs) as needed to prepare for client appointments.
- Help schedule review appointments by phone, mail, or email with consideration to the consultant's recommendation, client classification system, service standards, and client preferences.
- May provide administrative support for Stewardship Consultants, if assigned.
- Assist with webinars and seminars collecting prospective client data.
- Assist with other projects as assigned.
Experience: Prefer at least one year of administration experience, preferably in financial services.
Skills and Abilities:
- Ability to be fingerprinted to open mail and work with confidential client information.
- Excellent interpersonal and communication skills, both written and verbal, with good grammar and spelling skills.
- Ability to exercise good judgment and problem-solving skills.
- Ability to work independently and as a part of a team, working effectively with other support service team members.
- Ability to work in a fast-paced environment and be flexible to changing demands.
- Ability to handle multiple tasks and interruptions with efficiency, calmness, and courtesy.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and ability to learn multiple database programs.
- Accuracy and attention to detail.
- Willing to disclose and certify all personal investment accounts, including any accounts held by your spouse, minor children, and immediate family members living in your household.
- Belief in the mission of Everence and willingness to gain a good general knowledge of Everence products and services, including respect for Mennonite/Anabaptist beliefs.
- Bilingual skills are a plus as they allow Everence to better serve our diverse clients but are not a requirement.
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