What are the responsibilities and job description for the Administrative Support Specialist position at Chief of Staff KC?
**Key Responsibilities:**
- Understand and utilize custodial, portfolio management, and customer relationship management software and platforms
- Maintain various aspects of client accounts including opening new accounts, processing, submitting, and filing documents
- Provide exceptional client service by greeting clients in a professional and friendly manner
- Handle alerts and action items from broker/custodial platforms
- Create, maintain, and track documentation of all client activities
**Required Skills and Qualifications:**
- Experience in the financial services industry preferred
- Must be computer literate and proficient with Windows, Excel, Outlook, and Word (emphasis on Excel)
- Bachelor's degree preferred
**Personal Attributes:**
- Collaborative team player with a positive attitude
- Excellent written and verbal communication skills
- Ability to organize and prioritize work
- Must be punctual and dependable
- Drive to learn and willingness to grow internally
