Administrative Service Support

Overview
We are seeking a detail-oriented and organized Administrative Service Support to join our dynamic team. The ideal candidate will provide administrative and “back office” support to financial advisors as part of a busy financial planning practice. Build and maintain positive relationships with new and existing clients through email and phone conversations. Assist with administrative tasks to allow the advisors to spend more time in front of clients to grow their practice. If you are a proactive individual with a passion for providing exceptional customer support and maintaining an efficient office environment, we encourage you to apply.

Responsibilities:

Communicate by phone and email with clients and other staff members

· Resolve Client Issues and answer questions on a timely basis

· Meet frequently with advisors and interact with other staff members on tasks

· Logging client information and notes into data base/CRM

· Maintain spreadsheets and other documents

· Editing and formatting letters

· Run reports and reviews for client meetings

· Use of multiple and various online programs

· Scanning Documents into Client Folders on server

· Scheduling client/advisor appointments

· Special projects and assignments as assigned by advisors/supervisor

· Back up team members as needed

Requirements:

· High School diploma or equivalent

· Must be able to work with varying personalities

· Excellent Communication skills, both written and verbal

· Advanced knowledge of Microsoft Word and Excel

· Accurate Typing skills

· Attention to Detail

If you are ready to contribute your skills in a supportive role that makes a difference, we look forward to receiving your application!

Job Type: Full-time

Pay: $18.00 - $19.00 per hour

Expected hours: 35 – 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Work Location: In person

Salary : $18 - $19