What are the responsibilities and job description for the Administrative Assistant Finance position at Vision Financial Services Inc. Toms River NJ?
Responsibilities
- Administrative Tasks
- Answering phone calls and responding to client inquiries
- Maintaining calendars and scheduling appointments
- Preparing new account paperwork and other documents
- Providing customer service and resolving client complaints
- Client Service
- Facilitating and resolving client service requests
- Maintaining strong customer relationship management practices
- Preparing and reviewing account paperwork for client meetings
Requirements
- Bachelor's degree required
- Proficient with Microsoft Office, especially Word and Excel
- Must be able to handle confidential information responsibly
- Committed to providing exceptional customer service