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.)