What are the responsibilities and job description for the Administrative Assistant position at Financial Technology Inc.?
Summary of responsibilities
This position provides customer service support to the advisor’s clients and assists with administrative tasks in the
day-to-day operations of the firm. The successful candidate will be expected to work in the office from 7:30 am to
4:30 pm, Monday through Friday to ensure comprehensive training support.
Principal responsibilities
- Complete all client paperwork, ensuring forms are completed accurately and completely, and submitted timely.
- Generate reports, agendas, and other statements as needed for advisor’s meetings with clients.
- File client statements, correspondence, and agreements so that all client filing is completed within five business days.
- Track pending business paperwork; update pending business summary sheet for advisor’s attention when documents are outstanding; track and tally all outstanding work weekly.
- Handle phone calls from clients, when appropriate; transfer calls to advisor, when required.
- Set appointments for Advisors and maintain the calendar as needed.
- Assist advisors with the set up and maintenance of CRM systems to ensure accuracy and maximize effectiveness of data.
Required knowledge/skills/competencies
- High attention to detail
- 5 or more years of experience in client services
- Demonstrated ability to work in fast-paced environment
- Superior organizational skills
- Sufficient patience to do repetitive work correctly
- Ability to fill out forms with accuracy
- Exceptional customer service experience
- Proficiency in MS Office Suite (e.g., Word, Excel), CRM experience preferred
- Ability to follow directions exactly