Administrative Assistant - Financial Services

Our client, a highly regarded Financial Advisement leader with one of the most renound firms in New York State, is actively seeking a professional, motivated and detail-oriented Administrator to join her team and the growing firm in Malta.  Job Function:Responsible for initiating and coordinating the administrative and general operational functions required to support the sales, prospecting, and servicing activities of a mature financial services practice. Training and mentoring provided.Details:Monday – Friday   Typical workday is 8:00a-4:30p with a great degree of flexibility. Pay: Depending on experience, starting at $23/hr.  Will increase base pay for candidates with experience in the field and if they are licensed.  Excellent 401k and ancillary benefits.  Medical benefits are negotiable. Duties and Responsibilities:

• Communicate and work with team members daily to prioritize tasks and review outstanding service/operations items. Accomplish tasks in a timely and efficient manner.

• Build rapport with clients and provide high quality client service.

• Schedule meetings and address incoming client calls and emails.

• Create and maintain accurate and organized client database and files.

• Draft reports, illustrations, and client review related documents.

• Prepare account applications and forms for client reviews.

• Receive and process client service requests. Track progress to ensure completion.

• Learn, understand, and follow compliance policies and procedures.

• Send correspondence to clients including but not limited to emails, letters, marketing materials, newsletters, birthday cards, holiday cards.

• Plan and coordinate client marketing events.

• Use technology to drive efficiency of team.

Qualifcations: 

• Dependable, Organized w/ ability to multi-task

• Positive and friendly with strong customer service skills

• Flexibility to adjust priorities throughout the day and adapt to changing schedules

• Problem Solver / Common Sense / Critical Thinking Ability

• Proactive

• Well-spoken with excellent communication skills

• Knowledge of computer programs (Microsoft Word and Excel, CRM, etc.)