What are the responsibilities and job description for the Administrative Assistant position at FIG Talent Solutions?
We have a financial services firm in Sarasota, FL that is in need of a full time Administrative Assistant. Candidates must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, customer service oriented, and computer savvy.
Position Overview:
The primary responsibility of this position is to provide administrative support by organizing and ensuring proper completion of all client paperwork, following-up on client service issues, and maintaining files.
Position Requirements:
· High school or equivalent – college degree preferred but not required
· Previous customer service experience required
· Previous office experience required
· Excellent computer skills
· Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner
· Ability to investigate, research, and resolve problems or concerns
· Ability to maintain confidentiality
· Ability to organize, prioritize, and handle multiple tasks
· Ability to pay close attention to detail, work under pressure and meet deadlines
· Strong verbal and written communication skills
Job Duties:
· Perform general administrative and support functions for the office including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing, and overnight shipping information
· Organize, coordinate, and maintain client paperwork
· Correspond with clients to complete new accounts, asset transfers, and other forms
· Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face
· Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed.
· Ensure office procedures are followed
· Assist with planning client events
· Assist with monthly mailings
· Perform other duties and projects as assigned
