What are the responsibilities and job description for the Administrative Assistant position at Financial Planning Partners?
Primary Purpose:
The Administrative Assistant is responsible for preparing, reviewing and submitting new business and additional client requests. This role will partner with the operational function of the business, including the day-to-day administrative responsibilities.
Key Responsibilities and Essential Functions:
- Interact with clients, answer and process basic requests and inquiries, in a timely manner. Serve as primary point of contact for financial advisors and clients including but not limited to, scheduling meetings and coordinating any meeting follow up.
- Manage the processing of all new business and client maintenance requests.
- Maintain accurate client and vendor data in the client relationship management (CRM) database and reporting systems.
- Cultivate strong advisor, client, and vendor relationships to ensure prompt and consistent delivery of excellent customer service.
- Organize and coordinate office administration and procedures, to ensure organizational effectiveness and efficiently keep the business operating smoothly on a day-to-day basis.
- Commit to continuous education and professional development to remain current in industry best practices and compliance rules and regulations.
- Assist in special projects and duties as assigned within functional/knowledge area.
Job Specifications:
- 1 years of customer service or administrative support experience, preferred.
- Proficiency with Microsoft Office Suite, required.
- Financial services industry experience, preferred.
- Familiarity with a customer relationship management (CRM) platform, preferred.
- Ability to work effectively both as part of a team and independently with minimal supervision.
- Strong verbal and written communication skills.
- Personable, approachable with a positive attitude in providing service excellence.
- Excellent problem solving, time management, attention to detail and prioritization skills.
- Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism and empathy.
- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.