Client Services Associate
1 week ago
About the Role:
We are seeking a highly skilled Administrative Assistant to join our team at True Wealth Financial. This role requires someone who is comfortable working independently and can provide exceptional support to the Wealth Manager/Financial Planner.
Key Responsibilities:
- Manage office communications, correspondence, and phone calls.
- Address customer inquiries and provide exceptional support.
- Coordinate appointments, meetings, and travel for the Wealth Manager.
- Assist with office management duties to maintain a well-organized workspace.
- Perform administrative tasks such as data entry, filing, and document preparation.
- Open accounts, transfer funds, and assist clients with related tasks.
- Manage CRM and assist with preparation for client meetings (i.e., paperwork, requirements, etc).
- Provide daily summaries of completed and pending tasks to the Wealth Manager.
Requirements:
- Strong proofreading skills with attention to detail for accuracy and clarity.
- Excellent administrative and multitasking abilities.
- Proven customer support with outstanding oral, written, phone communication, and listening skills.
- Strong interpersonal skills for building and fostering relationships.
- Knowledge of office management procedures and basic finance principles.
Salary Range: $60,000 - $70,000 per annum, depending on experience.
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