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Administrative Support Specialist

2 months ago

Eatontown, New Jersey, United States Rockdale Financial Services, Inc Full time

Job Title: Administrative and Client Services Specialist

Company: Rockdale Financial Services Inc.

Location: Eatontown, NJ

Salary: $63,000 - $73,000 per year

Job Type: Full-time

Benefits: 401(k) with matching, dental insurance, health insurance, paid time off, vision insurance

Job Description:

Rockdale Financial Services Inc. is a well-established financial services firm with a strong presence in New Jersey. We are seeking a highly motivated and detail-oriented individual to join our team as an Administrative and Client Services Specialist.

Key Responsibilities:

  • Provide exceptional administrative support to our financial advisors
  • Interact daily with clients, processing requests and addressing inquiries
  • Coordinate with advisors in meeting preparation and follow-up activities
  • Manage client agreements, investment applications, and account transfers
  • Utilize CRM systems for client management and communication
  • Proactively market to existing clients and prospects through various channels
  • Assist in the development and implementation of marketing plans
  • Oversee website changes or enhancements and social media sites
  • Ensure alignment with the firm's mission, vision, and core values

Requirements:

  • Excellent oral and written communication skills
  • Strong organizational skills with the ability to multitask
  • Proactive and self-motivated
  • Proficiency in Microsoft Word, Excel, and PowerPoint
  • Ability to work independently and collaboratively within a team
  • Detail-oriented with strong follow-up capabilities
  • Previous experience in client service or administrative roles preferred
  • Familiarity with financial services industry regulations and compliance is a plus

Application Process:

Interested candidates are required to submit a cover letter along with their resume, outlining their suitability for the position. Applicants must be willing to relocate to Eatontown, NJ and work in-person at our office location. For alternative methods of application or screening, please contact the employer directly.