Job Summary:

A Monroe, Louisiana based Independent Financial Advisory firm is seeking a dynamic individual to join our team in the role of Administrative Assistant and Client Service Associate. This position requires a hardworking, articulate candidate comfortable in a fast-paced environment. The ideal candidate will possess strong organizational skills, attention to detail, and a proactive approach to tasks. Additionally, excellent communication skills and the ability to interface effectively with clients and service providers are essential.

Essential Duties and Responsibilities:

• On-boarding and account maintenance
• Determining and executing client service needs
• Schedule and confirm client appointments via phone and email.
• Manage incoming communications and visitors, both in person and via a multi-line phone system.
• Maintain detailed client notes and records, ensuring compliance with regulatory standards.
• Maintain a clean and orderly office environment.
• Obtain industry knowledge and familiarity with internal and Broker-Dealer resources.
• Cross-train with team members to provide backup for operational duties as needed.
• Provide exceptional client service and support.
• Serve as the main point of contact for clients, addressing inquiries and resolving issues.
• Assist with data entry and maintaining accurate client records.
• Proofread documents and materials for accuracy and clarity.
• Manage office tasks such as filing, organizing, and maintaining supplies.

Education and Experience:

• Experience in the financial services industry and administrative support is preferred.
• Some educational background in accounting, risk management, and finance is beneficial.
• Must pass a background check and be fingerprinted.

Benefits

• 401k with matching
• Health Insurance
• Paid Time Off
• Bonus Opportunities