What are the responsibilities and job description for the Administrative Assistant/Client Services position at RCS Wealth Management?
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 :
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