Administrative Coordinator
2 weeks ago
Job Summary
The Administrative Assistant role at AdvisorNet Financial is a dynamic position that requires a detail-oriented and organized individual to support the day-to-day operations of the business. This role will partner with the operational function to ensure seamless execution of administrative tasks.
Key Responsibilities
- Provide exceptional customer service to clients, responding to inquiries and requests in a timely and professional manner.
- Manage the processing of new business and client maintenance requests, ensuring accuracy and attention to detail.
- Assist the administrative team with scheduling client meetings, follow-up meetings, and other related tasks.
- Maintain accurate client and vendor data in the CRM database and reporting systems.
- Develop strong relationships with advisors, clients, and vendors to ensure prompt and consistent delivery of excellent customer service.
- Organize and coordinate office administration, ensuring organizational effectiveness and efficient day-to-day operations.
- Stay up-to-date with industry best practices and compliance rules and regulations, committing to continuous education and professional development.
- Support special projects and duties as assigned within the functional/knowledge area.
Requirements
- 1-3 years of customer service or administrative support experience, preferred.
- Financial services industry experience, preferred.
- Proficiency with Microsoft Office Suite, required.
- Strong professional verbal and written communication skills.
- Personable, approachable, and positive attitude in providing service excellence.
- Ability to work effectively as part of a team and independently with minimal supervision.
- Excellent problem-solving, time management, attention to detail, and prioritization skills.
- Ability to maintain confidentiality, exercise discretion, make solid judgments, and act with integrity, professionalism, and empathy.
- Knowledge of the structure and content of the English language, including spelling, grammar, and composition rules.
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