What are the responsibilities and job description for the Administrative Support Professional position at Traverse Financial Solutions?
Traverse Financial Solutions is a leading financial services firm that provides unparalleled client support and guidance. As a Sr. Administrative Assistant, you will play a vital role in delivering exceptional service to our clients and advisors.
Our team partners with clients to develop holistic investment strategies that meet their unique needs and goals. We take the time to understand each client's situation and create a personalized financial roadmap to ensure their journey is guided by a comprehensive financial planning process.
Job Description:
The Sr. Administrative Assistant serves as an essential partner to our operational function, providing front-line client support and communications. Key responsibilities include processing and tracking client-related tasks, client correspondence, coordinating client meetings and calls, preparing documents for advisor/client meetings and calls, and documenting all interactions and activities.
Key Responsibilities and Essential Functions:
- Interact with clients to develop strong relationships and respond to requests and inquiries in a timely manner.
- Organize and coordinate office administration and procedures to ensure organizational effectiveness and efficient day-to-day operations.
- Cultivate strong advisor, client, and vendor relationships to deliver excellent customer service.
- Assist the advisor team in preparing for client meetings and related follow-up meetings.
- Coordinate client meetings, prepare consolidated reports, meeting agendas, quotes, and added services.
- Process new business and client maintenance requests.
- Maintain accurate client, prospect, and vendor data in our CRM database and client fee billing and reporting systems.
- Develop and maintain overarching business processes and operational workflows, including policies and procedures.
- Commit to continuous education and professional development to remain current in industry best practices and compliance rules and regulations.
- Meet all compliance and regulatory requirements.
- Perform special projects and duties as assigned.
