What are the responsibilities and job description for the Administrative Assistant Worthington, OH position at Kestra Financial Independent Advisor?
Essential Duties and Responsibilities
- Add/update client information in CRM database
- Support the financial advisor using the CRM RedTail with task setting and activities
- Setting regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and adding the tasks to RedTail according to firm guidelines.
- Assist in client meeting and seminar preparation with folders and directions/phone numbers needed for the appointment or phone calls. And follow-up after the meeting to scan and assembling required paperwork, do a report generation, re-appointment scheduling and post-meeting documentation.
- Setup WebEx using the firm guidelines between clients/prospects and firm.
- Process, submit, and service all account paperwork/requests for clients; follow through to completion utilizing paperless procedures (including eSignature) where available.
- Scanning the documents, forms and paperwork to OneDrive.
- Manage and update mailing lists for birthdays, holidays, and firm marketing efforts.
- Order supplies for office and act as point of contact for any infrastructure requests
- Handle the daily incoming/outgoing mail, scan and keep record using USPS and UPS.
- Other duties as assigned by Senior Client Service Associate
Knowledge, Skills, and/or Abilities
- Basic computer skills (Outlook, Word, Excel and Power Point) are essential
- Strong administrative and time management skills with superior attention to detail
- Excellent communication skills, both verbally and in email writing
- Be authorized to work in the United States with a satisfactory completion of background check, fingerprinting and required referral documentation
Requirements
Education and/or Experience
- The ideal candidate will have 0-2 years of experience in administrative support in a professional environment
- High School Diploma or Associate’s degree required
- Previous experience in financial services a plus
Benefits
Salary will reflect experience and qualifications
Flexible Work Schedule
