What are the responsibilities and job description for the Administrative Assistant position at Southern Capital LLC?
Responsibilities
General duties include but are not limited to the following
Scheduling and confirming client meetings
Greeting clients in-office and managing office phone system
Pre meeting prep - meeting briefs (updated weekly), running Black Diamond reports, updating client folders with relevant documents and CRM profiles, preparing conference room as needed
Post meeting tasks - assigning follow up tasks to staff members, posting meeting summaries in CRM and Black Diamond and updating notes in client folder/website, clean conference room as needed
Working with investment and insurance teams on new business processing, client services and tracking underwriting
Prospect and new client information management across all platforms
Tracking completion status and follow up for client questionnaires, applications, agreements and invoices
Managing and ordering office supplies
Managing and scheduling travel reservations
Relationship management and client services
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
- No nights
Experience:
- Microsoft Excel: 1 year (Required)
- Customer service: 1 year (Required)
- Microsoft Word: 1 year (Required)
Language:
- English (Required)
Ability to Relocate:
- Vero Beach, FL 32963: Relocate before starting work (Required)
Work Location: In person
Salary : $40,000