Job Description

Job Title: Administrative Assistant

Report To: Financial Advisors

Job Status: Full-time

Job Summary

The Administrative Assistant is responsible for providing excellent service, support, follow-through and administrative tasks with the purpose of delivering an exceptional client experience. The Administrative Assistant specializes in client experience to ensure that CW Financial Strategies is an efficient and organized office allowing the advisors to focus on building client relationships.

Essential Duties and Responsibilities

· Administer all areas of the client process including but not limited to:

o Schedule and confirm client appointments via phone and email

o Welcome clients and guests in a professional manner

o Answer and direct incoming communications and visitors both in person and via a multi-line phone system

o Prepare, organize, coordinate, and maintain client paperwork

o Assist with vendor communication including package delivery and preparing outgoing mail items

o Record notes from appointments, assign tasks, record opportunities, and assist in creating a follow-up plan

o Process changes to any address, phone, email and bank information

o Review applications, beneficiary forms and other change requests for accuracy and completeness

o Generate account paperwork including statements

o Process client withdraw, wire and check requests, ensuring any relevant comments are documented appropriately

o Research and resolve client service problems for errors as needed

o Process and record all transactions on appropriate logs

o Set up client files and obtain necessary information

o Communicate necessary follow up with clients

o Update and maintain relationship management system

o Assist in planning and coordinating client events

· Support ongoing efforts for growth with new clients and continuous interaction with current clientele to provide an excellent client experience

· Maintain a clean and orderly office environment and

· Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner

· Obtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resources

Periodic Duties and Responsibilities

· Be available for other projects as needed

· Cross train with other teams in order to backup other operational duties as needed

Skills Required

Understanding and proficiency are required in regards to customer relationships, customer service, data entry, confidentiality, problem resolution and MS Office products such as Word, Excel, Outlook, CRM, and Financial Databases.

Abilities Required

· Ability to follow verbal and written communications

· Ability to communicate effectively with clients, prospects, public and coworkers in a professional and courteous manner and maintain confidentiality

· Ability to express ideas clearly in both written and oral communications

· Ability to self-motivate and work independently

· Ability to get ideas accepted and to guide a group or individual to accomplish a task

· Ability to organize and prioritize multiple tasks (time management)

· Ability to work in a multitasking environment and embrace change

· Ability to work well under pressure

· Ability to pay close attention to detail

· Language Ability: Ability to read and interpret documents such as rules, instructions and manuals. Ability to write routine reports and correspondence.

· Mathematical Ability: Ability to add, subtract, multiply and divide. Ability to understand and apply percentages.

· Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Education and Experience

· Associates degree or equivalent from two-year college or technical school; or one to two years related experience and/or training; or equivalent combination of education and experience.

· Customer Service Experience required.

· Experience in the financial services industry and/or administrative support is preferred.

Physical Demands

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job the associate is regularly required to sit, talk, hear, and use hands to finger, handle or feel. The associate is occasionally required to stand, walk, reach with hands and arms and stoop, kneel, crouch or crawl. The associate is required to lift up to 25 pounds. The vision requirements include close vision and ability to adjust focus. While performing the duties of this job the associate is exposed to a moderate noise level.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and CW Financial Strategies are not affiliated.

Job Type: Full-time

Pay: $48,000.00 - $50,000.00 per year

Benefits:

• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to Relocate:

• Concord, NH 03301: Relocate before starting work (Required)

Work Location: In person