What are the responsibilities and job description for the Administrative Assistant position at Semmax Financial Group?
Job Description:
The Administrative Specialist position is an integral part of the overall client experience, engaging in frequent client contact and internal wealth management team support. A high degree of direct communication with clients, with the Administrative Specialist is acting to create a satisfying and memorable experience by providing a superior level of customer service to clients, prospective clients & guests. This position brings opportunity to be the part of something much bigger, serving others in a positive culture and work environment. Great working atmosphere and wonderful clients! This position will require split offices and the ability to be in Winston-Salem and Greensboro Offices (1 Days in Greensboro/4 Days in Winston) and will also have some evening hours. Previous management and/or team lead experience is required for this position.
Responsibilities & Activities:
- Attends and/or Leads Appropriate Meetings and Huddles
- Manages Day to Day Interactions/Requests by Advisors
- Manages Calendar Internal and External meetings
- Manages Teams KPI's and looks for areas of improvement
- Manages Client and Prospective Client Appointments
- Performs/Manages reminder process for Prospective Client and Client visits
- Manages Incoming Calls acting to resolve questions/needs of the Client
- Welcomes Clients and Guests
- Manages Call Service interaction
- Updates the Checklists, Processes and Workflows as changes occur
- Updates the “Calls and Tasks Log” each day
- Participation in both Winston-Salem and Greensboro Offices
- Seminar and Event Support (Requiring evenings on some weeks)
- Seminar Close Process
- Birthday and Anniversary cards for clients
Knowledge, Skills & Abilities:
- Excellent interpersonal skills
- Excellent phone skills
- Proven Management experience
- Excellent attitude and an extraordinary client service orientation
- Excellent computer skills
- Excellent phone skills
- CRM experience required
- Knowledgeable in Excel
- Knowledgeable in Word
- Appointment setting skills required
- A genuine interest in serving and caring for other people
- Excellent organizational and time management skills
- Professional appearance and communication skills
- Helpful:
- Previous financial, marketing or high level of office experience.
- Administrative Assistant/Management experience
- Benefits
- Health Insurance
- HSA account
- 401k
- PTO
Please include Resume and Cover Letter when applying for this position.
