What are the responsibilities and job description for the Part Time Administrative Assistant position at Lfp Consulting?
Summary: Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a PART TIME Administrative Assistant. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required.
Essential Duties and Responsibilities (Additional duties may be assigned):
- 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 documents
- Organize, coordinate, and maintain all 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
- Record all transactions on appropriate logs
- Set up files correctly and obtain necessary information
