Administrative Assistant/Client Service Associate

The Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks. With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.  Communication skills will be constantly put to the test, as will the ability to prioritize multiple tasks simultaneously, as a focal point of a multifaceted, fast-paced business environment.  The overall goals are to deliver high-quality client experience, and help in running a productive and efficient office.

The job...