Administrative Assistant/Client Services

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...

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...