Job Details

Essential Duties and Responsibilities

• Add/update client information in CRM database

• Support the financial advisor using the CRM RedTail with task setting and activities

• Setting regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and adding the tasks to RedTail according to firm guidelines.

• Assist in client meeting and seminar preparation with folders and directions/phone numbers needed for the appointment or phone calls. And follow-up after the meeting to scan and assembling required paperwork, do a report generation, re-appointment scheduling and post-meeting documentation.

• Setup WebEx using the firm guidelines between clients/prospects and firm.

• Process, submit, and service all account paperwork/requests for clients; follow through to completion utilizing paperless procedures (including eSignature) where available.

• Scanning the documents, forms and paperwork to OneDrive.

• Manage and update mailing lists for birthdays, holidays, and firm marketing efforts.

• Order supplies for office and act as point of contact for any infrastructure requests

• Handle the daily incoming/outgoing mail, scan and keep record using USPS and UPS.

• Other duties as assigned by Senior Client Service Associate

Knowledge, Skills, and/or Abilities

• Basic computer skills (Outlook, Word, Excel and Power Point) are essential

• Strong administrative and time management skills with superior attention to detail

• Excellent communication skills, both verbally and in email writing

• Be authorized to work in the United States with a satisfactory completion of background check, fingerprinting and required referral documentation

• Requirements

Education and/or Experience

• The ideal candidate will have 0-2 years of experience in administrative support in a professional environment

• High School Diploma or Associate's degree required

• Previous experience in financial services a plus

Benefits

Salary will reflect experience and qualifications

Flexible Work Schedule