A well-established investment firm in Greenbelt, MD is seeking a qualified professional to join the team in the important role of part-time Administrative Assistant (21-24 hours per week).

This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient and highly professional manner.

Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.

Responsibilities :

• Frequent client contact by phone and email
• Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents
• Schedule and confirm client appointments by email and phone
• Document client interactions via Redtail CRM, follow up on client meetings
• Prepare and submit client paperwork and financial transactions accurately
• Prepare and process paperwork for new business accurately, includes paperwork for mutual funds, annuities and life insurance products
• Respond to and correct paperwork not in good order
• Inform financial advisor of client issues of significant concern
• Stay apprised on industry and company rules and regulations
• Attend branch operations meetings and sales assistant conferences
• Other projects and tasks as assigned

Skills Required :

• Ability to develop strong client relationships
• Excellent oral and written communication skills
• Ability to work independently
• Problem solver, critical thinker and creative skills
• Ability to anticipate client and advisor needs
• Capable of working under deadlines
• Ability to do research to answer questions
• Quick and accurate typing
• Neat and legible handwriting for written paperwork and note-taking

Technology Used :

• Redtail CRM, Albridge, Docupace, Morningstar, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
• Various investment and insurance company websites

Last updated : 2024-05-14