What are the responsibilities and job description for the Administrative Assistant position at Northeast Planning Associates?
We are a prestigious Registered Investment Advisor firm in Southern NH seeking a high-quality, energetic individual to work with a successful Financial Advisor Team. This is an excellent opportunity for growth in the financial services industry.
Principle Responsibilities:
- Attend to client inquiries on the phone and face to face
- Answer telephone, screen and direct calls
- Work with the Financial Advisor Team to prepare for client meetings
- Follow up on action steps resulting from prospect and client meetings (e.g., complete paperwork for investment and insurance products); establish and maintain solid working relations with clients; provide ongoing support and service as appropriate
- Handle advisor needs proactively
- Maintain all contact records
Required Knowledge/Skills/Competencies:
- An amazing attitude and extraordinary client service skills
- Strong communication and interpersonal skills
- High attention to detail
- Manage details with exceptional follow through and have the ability to create systems to avoid mistakes
- Excellent organizational and time management skills
- Demonstrated ability to work in fast-paced environment
- A self-starter who can work independently as well as in group settings
- Ability to handle multiple tasks and operate under tight deadlines