What are the responsibilities and job description for the Administrative Assistant - Financial Services position at RUNESTAD FINANCIAL SERVICES, LTD.?
Job Overview:
We are seeking a skilled and dedicated Client Service Administrator to join our team at RUNESTAD FINANCIAL SERVICES, LTD.
The ideal candidate will have excellent communication skills, strong problem-solving abilities, and the ability to work effectively in a team environment.
About the Role:
This is an exciting opportunity for a motivated individual to develop their skills and contribute to the growth of our financial services firm. The Client Service Administrator will be responsible for providing exceptional client service, managing database information, and assisting with client appointments.
Key Responsibilities:
- Provide exceptional client service and respond to client inquiries
- Manage client database information and ensure accuracy
- Assist with client appointments and prepare necessary documents
- Assist with client updates, reports, and mailings
Requirements:
- Bachelor's Degree preferred
- 2 years working alongside a Financial Advisor in a fast-paced office environment
- Experience with MS Office Suite and CRM software
