What are the responsibilities and job description for the ADMINISTRATIVE/CLIENT SERVICES - RETIREMENT PLANNING 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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