GENERAL SUMMARY
Assist Financial Advisor (FA) with all administrative related tasks. ย Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. ย Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisorโs calendar, and other projects as assigned. ย Act as a liaison between the client, Financial Advisor, and back office.
ESSENTIAL FUNCTIONS
- Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible.
- Manage Financial Advisorโs calendar and schedule appointments.ย
- Arrange customer seminars and branch employee training.ย
- Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions.
- Prepare requested reports.
- Process documents, open client account, and upload to Smartworks Docupace.ย
- Assist Financial Advisor in marketing activities, use MarketingCentral and maintain client relationship management database.
- Establish and maintain customer files.
- Help Financial Advisor prepare for auditing.ย
QUALIFICATIONS
- Education: ย ย College degree with business classes preferred but not mandatory.
- Experience: ย 2-5 years of applicable administrative experience required.
- Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player. ย Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills.
OTHER DETAILS
$20.00 โ $21.63 / hour without license
$21.63 - $25.00 / hour with license
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.