What are the responsibilities and job description for the Administrative Specialist position at Cornerstone Financial Network, LLC?
Administrative Specialist
About Us:
Cornerstone Financial Network is a national, multi-disciplinary financial services firm.
We provide high quality risk management and personalized wealth management solutions with exceptional client service. With a strong commitment to integrity and innovation, we empower our clients to achieve their financial goals through comprehensive planning and strategic investment management.
CFN is increasingly becoming a preferred source for financial services and is expanding throughout the nation.
Role Overview:
With technology playing an increasingly important role in the development and success of our businesses, it’s critical that we have a skilled Administrative Specialist.
The ideal candidate should possess strong organizational skills and demonstrate a proactive approach to supporting day-to-day operations. Qualities such as accountability, crisis management and an ability to prioritize are essential. This role requires someone who is eager to learn, excel in their responsibilities, and contribute to the success of our firm.
Responsibilities:
- Handle incoming calls and emails, respond to client inquiries, and forward messages to appropriate team members.
- Assist financial advisors and management with scheduling, preparing client correspondence, and maintaining files.
- Process client paperwork, manage account transactions, and ensure compliance with regulatory requirements.
- Provide excellent customer service by responding to client inquiries, resolving issues promptly, and maintaining positive client relationships.
- Set up meeting spaces, prepare necessary materials, and ensure technology is functioning for virtual or in-person meetings.
- Keep the office environment tidy and well-stocked with necessary supplies.
Skills and Abilities:
- Excellent communication and interpersonal skills
- Strong organizational skills with the ability to multitask
- A knack for problem-solving and attention to detail
- Proficient in MS Office Suite and comfortable learning new software
- Familiarity with office equipment (printers, fax machines, etc.)
- Familiarity with financial software and CRM systems is preferred
Qualifications:
- Associate degree or higher preferred
- 3 years of proven experience as an administrative assistant or similar
- Experience in the financial services industry is preferred
Benefits:
- Health insurance reimbursement
- Paid Time Off and Paid Holidays
- Opportunities for professional development and advancement
- Supportive and collaborative work environment
- 401K
Why Join Us?
As a member of our team, you will have the opportunity to work in a dynamic and growing firm committed to excellence and client satisfaction. We offer competitive benefits and a supportive work environment where your skills and contributions are valued, and you can grow professionally in the financial services industry.
We are an equal opportunity employer and value diversity at our company.
Job Type: Full-time
Pay: From $45,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Work Location: In person
Salary : $45,000
