5 Executive Assistant - Financial Firm - Pensacola, FL Jobs in Pensacola, FL
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Executive Assistant - Financial Firm - Pensacola, FL
$72k-91k (estimate)
Full Time
2 Weeks Ago
Advisor Employee Services is Hiring an Executive Assistant - Financial Firm - Pensacola, FL Near Pensacola, FL
Executive AssistantDo you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our successful financial firm, in Pensacola, FL is looking for a strong Executive Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The idea candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!
Minimum Requirements:
Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!
Minimum Requirements:
- 2 years of professional office experience in a fast-paced environment
- College Degree preferred
- Financial industry experience preferred
- Advanced skills with MS Office Suite
- CRM experience
- Exceptional phone skills
- Ability to prioritize projects and manage time
- Strong organizational skills
- Strong attention to detail
- Savvy customer service, to include excellent communication, both verbal and written
- Strong follow-through
- Good natured, positive attitude
- Ability to demonstrate persistence to achieve quality
Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:
- Answer phones and greet clients in a friendly, positive, and warm manner
- Ensure vendor supplies, drinks, and snacks for clients are stocked
- Maintain office supplies and out-going correspondence
- Develop and mail letters to clients for various purposes upon request
- Send the following to clients, but not limited to: quarterly referral letters, Reallocation letters, Appointment Reminders, Thank You notes, Birthday letters, invitations, etc.
- Assist clients with issues and concerns
- Build and improve upon client relationships
- Database management
- Attend and contribute to team meetings
- Set appointments with clients and assist Advisor with calendar management
- Pre-appointment preparation including compiling account summaries
- Maintain office filing system, both paper and electronic
- Maintain job-related/industry specific compliance files
- Record notes from client conversations
- Assist in organizing events, event supplies, and promotional material
- Prioritize daily tasks to be proactive in time management
- Maintain the office environment in immaculate and organized condition
- General back up support for all other positions, consisting of varied tasks as needed
- $50,000 - $55,000/year
- Healthcare
- 8% 401(k) match vested at 90 days
- 15 days PTO from start
- 8 paid holidays per year
- Monday - Friday
Job Summary
JOB TYPE
Full Time
SALARY
$72k-91k (estimate)
POST DATE
05/09/2024
EXPIRATION DATE
06/23/2024
WEBSITE
aesplacement.com
HEADQUARTERS
Overland Park, KS
SIZE
<25
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