Reception Administrative Assistant

4 weeks ago


Manchester, United States The Yanker Group Full time

Company Description

The Yanker Group is an independent financial planning firm located in Manchester, MO. We provide a range of financial solutions to our clients, helping them achieve their financial goals. Our dedicated team is committed to providing top-notch services and building long-term relationships with our clients.


Job Description

Our Administrative Assistant Receptionist has a broad range of administrative duties which are critical to the operations and continued success of our group. This position is responsible for the efficient coordination in-office client meetings, telephone calls, messages, and the presentation of our office/reception environment. An applicant must have the ability to maintain courteous relations with both internal and external client while keeping all related matters confidential, in addition to maintaining a high-level of professionalism as all times. This is an in-person position only (Monday-Friday during business hours).


Duties:

• Provide a welcoming atmosphere to all prospective and existing clients of the practice through both telephone and face-to-face contact.

• Answering, screening, & redirecting calls to appropriate team members.

• Organize, schedule, & confirm client and wholesaler calendar appointments.

• Data Entry & File Management includes onboarding new clients & prospects into the CRM database, creating follow up activities, file folders, labels, and filing documents. Updating client information as needed & filing documents.

• Meeting preparation & follow-up including cleaning the conference room between client appointments.

• Processing paperwork including new account applications, assisting clients login to their online website, scanning documents, & other paperwork as needed.

• Prepare communications i.e. emails, client letters, FedEx, & other correspondence.

• Complete & coordinate special mailings for events & assist in event planning. Reimbursement coordination after the event as well.

• Distribution of incoming mail & deliveries. Postage of outgoing mail & drop off time sensitive documents.

• Manage & restock inventory of office supplies, conference room beverages, paper, marketing materials, etc. 

• Coordinate maintenance & repair of office equipment (copiers, fax, phone system, TV, postage meter, etc.)

• Order condolence, referral, and holiday gifts.

• Among other related and tasks assigned when needed


Required Experience/Qualifications:

• Financial Services administrative experience 1-2 years

• Strong written & verbal communication skills with strong attention to detail

• Ability to prioritize multiple tasks while being mindful of their associated deadlines

• Demonstrated problem-solving ability 

• Proficiency in Microsoft Office

o A strong command of Word and Excel required

o Experience and familiarity with Publisher is a plus

• Driven and caring personality who wants to contribute & be a part of our firm’s success


Preferred Qualifications

• Profession license (Series 7, 66, or 65)


Benefits

• Starting $20-$30/hour – depending on experience & qualifications

• Base salary & potential for bonus based on performance

• Paid Holidays & Paid Time Off





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