What are the responsibilities and job description for the Administrative Assistant position at USAdvisors Wealth Management?
ADMINISTRATIVE ASSISTANT DUTIES/RESPONSIBILITIES:
Service and Integration:
Maintains a client “service comes first” attitude
Greet clients as they come in the office
Knowledge of the USAdvisors products and services
Ability to integrate into the USAdvisors culture and be a team player
Support and follow USAdvisors service expectations
Phone etiquette and procedure for taking messages
Adheres to schedules and reports promptly to meetings
Prepare conference rooms for meetings
Willingness to provide prompt and punctual service
Team player, willing to help others
Working with your Wealth Advisors:
Knowledge of type of business the Advisors are doing and how they market
Knowledge of the Advisor’s priority in scheduling appointments
Confirms appointments for the Advisors
Assists with seminars conducted at the office
Enter contact info into CRM
Prepares for branch trainings and seminars
Paperwork/Processing:
Knowledge of procedure for ordering supplies
Knowledge of overnight mail procedures
Scanning, creating files and filing
Knowledge of necessary paperwork for various products
Follow up on applications/paperwork when processing business
Complete applications for client appointments, flagging client and rep signature locations
Takes ownership of paperwork process, and does not allow paperwork to leave office incomplete
Send Birthday cards or other miscellaneous marketing to current and prospective clients
Is knowledgeable with processing death claim reports
Manages our book of clients needing to take Required Minimum Distributions
Processes Beneficiary changes
Review paperwork checklist before submitting paperwork
Compliance/Advertising:
Processes paperwork with minimal level of involvement from Advisors
Review paperwork for accuracy before preparing for client or sending to the OSJ
Submitting correspondence and advertising through compliance
Track approvals for advertising
CRM:
Enters complete contact records into CRM.
Schedules appointments in CRM tool, including notes.
Schedules follow up calls, when needed, in CRM
Completes the appointment for the Advisors in CRM and schedules the next step or follow up.
Completes phone calls for the Advisors
Demonstrates the ability to mail merge letters
Demonstrates the ability to print labels for mailings
Job Types: Part-time, Temporary
Pay: $18.00 - $22.00 per hour
Schedule:
- Day shift
Work Location: In person
Salary : $18 - $22