Job Description

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks.

Responsibilities

• Answer multi-line phone system
• Handle and coordinate active calendars
• Schedule and confirm meetings
• Ensure file organization based on office protocol
• Compile and enter client account data, details, and tasks in CRM
• Manage and resolve client service problems
• Assist advisors and clients accurately and efficiently with account paperwork
• Serve as quality control point to ascertain that all paperwork, policies, and procedures for customer requests have been adhered to in accordance with all compliance requirements
• Support with any administrative tasks, as directed
• Additional projects and tasks as assigned.

Qualifications

• Strong interpersonal, customer service and communication skills
• Ability to handle stress and prioritize multiple tasks
• Proficient in Microsoft Office suite
• Excellent attitude and client service orientation
• Ethical, honest, high level of integrity and confidentiality
• A genuine interest and commitment in serving and caring for other people
• Strong attention to detail with extreme accuracy and high-quality work
• High energy level and comfortable performing multi-faceted projects independently
• Flexible and adaptable – must respond well to ongoing changes of a growing and evolving business and wants to be challenged
• Excellent organizational, time management and problem-solving skills

Salary and Benefits

• Competitive salary based on experience and qualifications
• 401(k) with company match
• Generous time off policy

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