What are the responsibilities and job description for the Financial Services Assistant position at Apex Staffing, Inc.?
Top Little Rock financial firm seeking a Financial Services Assistant to serve as the true connection between clients and the internal team. This position requires a personable, outgoing individual to be the first impression for clients and guests. The ideal candidate will exhibit high standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks.
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Job Duties:
Experience and Education:
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Job Duties:
- Provide administrative support as needed: answer calls, manage contacts, manage schedules and produces report
- Maintain and retain office files consistent with firm/professional policies and requirements
- Send paperwork to clients using the electronic signature system
- Quality check and submit custodial items for processing
- Engage and support weekly Client Prep meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings
- Support client onboarding requirements with financial planning and investment management applications
- Prepare and produce back-office support demands for basic client account requests
- Gather and prepare necessary information for advisory meetings with clients.
Experience and Education:
- Bachelor’s degree preferred
- Experience in banking/financial services required
- Experience in retirement plans and custodial funds preferred
- Advanced Excel skills
- Excellent communication skills (verbal, written and listening)
- Ability to handle stress in client relations and a busy office environment
- Excellent time management and strong organizational skills
- Ability to prioritize multiple tasks and anticipate potential problems
- Proficiency in Salesforce (CRM) preferred
$40 - $42k with excellent benefits
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