Performs a variety of administrative duties to include copying, maintaining office files, scanning, binding presentations, distributing mail, supply orders, and answering and screening telephone calls. Supporting multiple advisors in the department in all aspects of client service and business development. This position requires a high degree of attention to details, operational efficiency and intuitive thinking.
Essential Job Duties
Specific job duties include, but are not limited to:
Expected to learn, understand and continually monitor all compliance requirements of the department.
Must be able to provide the highest level of client service/support at all times.
Data entry of prospect and client information into CRM and Document Management systems.
Miscellaneous communication via phone or email with custodians, clients or prospects.
Communicating with prospects, clients and centers of influence via thank you letters, birthday and holiday cards.
Perform general administrative duties: copying, maintaining office files, scanning, binding presentations, distributing mail, supply orders, and answering and screening telephone calls.
Prepare proposals using proprietary software applications that require an intermediate to advanced level of knowledge.
High school graduate or equivalent with at least one year of banking and two years of experience as an administrative assistant or a minimum of four years of experience as an administrative assistant.
A Bachelor's degree with emphasis in business or finance is preferred.
Willingness to obtain Series 7, Series 66 and insurance licenses.
Excellent client service skills
Strong interpersonal and communication skills
Good aptitude for research
Self-motivation, flexibility and ability to take initiative
Strong analytical ability related to problem solving
Superb organizational ability with a tremendous focus on details, accuracy and follow through
Ability to effectively prioritize and multi-task in a high pressure administrative environment
High quality standards, team oriented and dependable
Stable work history
Ensure confidentiality with respect to all information pertaining to clients
Ability to learn and adapt to changes in technology