Administrative/Client Services - Retirement Planning

Position Summary:

Upscale financial planning firm seeks full-time Administrative Assistant.

Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, customer service oriented, and computer savvy.

Working hours are 8:30 AM to 5:00 PM, Monday through Friday. Some evenings are required.

We provide a team environment with great pay and great benefits.

Position Overview:

The primary responsibility of this position is to provide administrative support by organizing and ensuring proper completion of all client paperwork, following-up on client service issues and maintaining files.

Position Requirements:

• Previous office experience required
• Previous customer service experience required
• Previous office experience required
• Ability to communicate with co-workers, customers, and various business contacts in a courteous and professional manner
• Ability to investigate, research, and resolve problems or concerns
• Ability to maintain confidentiality
• Ability to make rule-based and analytical decisions
• Ability to organize, prioritize, and handle multiple tasks
• Ability to pay close attention to detail, work under pressure, and meet deadlines
• Ability to take complete and accurate notes
• Skill in operating various office equipment including personal computer, fax machine, copier, etc.
• Skill in utilizing various software packages such as Microsoft Office & Outlook
• Skill in working with internet browsers
• Skill in verbal and written communication

Job Duties:

• Perform general administrative and support functions for the office including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents
• Organize, coordinate, and maintain all client paperwork
• Correspond with clients to complete new accounts, asset transfers, and other forms
• Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face
• Research and resolve client service problems by contacting companies to resolve problems or errors as needed
• Ensure office procedures are followed
• Record all transactions on appropriate logs
• Set up client files correctly and obtain necessary information
• Perform other duties and projects as assigned

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