What are the responsibilities and job description for the Administrative Assistant/Client Services position at RCS Wealth Management Group?
Position Summary:
Upscale financial planning firm seeks full-time Administrative Assistant.
Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, customer service oriented, and computer savvy.
Working hours are 8:30 AM to 5:00 PM, Monday through Friday. Some evenings are required.
We provide a team environment with great pay and great benefits.
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:
- Previous office experience required
- Previous customer service experience required
- Previous office experience required
- Ability to communicate with co-workers, customers, 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 make rule-based and analytical decisions
- Ability to organize, prioritize, and handle multiple tasks
- Ability to pay close attention to detail, work under pressure, and meet deadlines
- Ability to take complete and accurate notes
- Skill in operating various office equipment including personal computer, fax machine, copier, etc.
- Skill in utilizing various software packages such as Microsoft Office & Outlook
- Skill in working with internet browsers
- Skill in verbal and written communication
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 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 companies to resolve problems or errors as needed
- Ensure office procedures are followed
- Record all transactions on appropriate logs
- Set up client files correctly and obtain necessary information
- Perform other duties and projects as assigned
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