Description
Responsibilities
- Handle and enter confidential client information
- Process new account applications
- Process supplemental forms and client investment account requests
- Manage client requests
- Provide client service/account maintenance
- Receive and prioritize directives from multiple advisors
- Manage schedules and meetings for 3-4 financial advisors
- Collaborate with other Executive Assistants professionally
Requirements
Skills
- Excellent verbal and written communication skills
- Proficient in Microsoft Office suite
- Ability to prioritize and meet daily deadlines
- Proactive problem-solving nature
- Strong aptitude for learning and utilizing new technology (5 systems/apps daily)
- Positive attitude
- Works well with a team
- Strong organization and multitasking abilities
- Self-starter mentality
- Strong follow-up skills
Experience
- Office administrative or client relationship experience
- Customer service experience
- College degree preferred but not required
- Familiarity with financial services terminology and account management
Physical Qualifications:
•Be able to lift &/or carry up to 25 lbs. Be able to sit or stand for extended periods of time.
•Be able to sit or stand for extended periods of time.