What are the responsibilities and job description for the Administrative Support Specialist position at RUNESTAD FINANCIAL SERVICES, LTD.?
We are seeking an experienced Client Service Administrator to join our team at RUNESTAD FINANCIAL SERVICES, LTD.
The ideal candidate will have a strong desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description:
The Client Service Administrator will be responsible for servicing the existing client base with all service requests, including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation.
Key Skills:
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
Minimum Requirements:
- Bachelor's Degree preferred
- 2 years working alongside a Financial Advisor in a fast-paced office environment, preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
