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Administrative Associate/ Customer Service Representative

EH Shum Financial Solutions Burlingame, CA
  • Expired: 5 days ago. Applications are no longer accepted.

Currently we are seeking a Full or Part Time

Administrative Associate/Customer Service Representative for an Independent Financial Planning firm.

Our Administrative Associate will pursue this mission through:

• Greeting our clients and prospects as they arrive at the office

• Delivering unparalleled value, outstanding service and providing a positive client experience

• Assisting the Advisor and Operations staff with meeting our client's needs

The Ideal Candidate will

· A team-player

· Have an out-going personality, be friendly, and someone willing to go the extra-mile to get things done.

· Positive attitude.

· Be dependable and able to multi-task

· Preferred to have accounting background

RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:

· Front desk duties (phone / greeting) with clients and visitors

· Managing incoming and outgoing communications (telephone, mail, email, fax, scans)

· Responding to client inquiries and requests

· Data entry – in charge of customer information system management (CRM)

· Set up new accounts, maintain existing accounts, run client reports, and on board new prospects and clients.

· Communicate with custodians, and brokers to resolve issues.

· Organize and file custodian statements and trade confirmations.

· Participating in staff meetings and client events

· Seminar assistance (occasional evenings)

· Maintaining office filing and storage systems

· Helping with office upkeep and maintaining supplies

Assist in planning events

· Contact and confirm perspective attendees to our seminars

Qualifications:

· Very Proficient in Office Suite Applications (Word, Excel, Power Point) – Excel a must!

· Accounting Background PLUS

· 1-year office experience working with the public

· 2 years college degree and/or equivalent work experience

· Common sense and cheerful attitude

· First-Class work ethic

· Occasional evenings (1-2 times per month)

· Must have a car for seminars and events

Open to Full or Part Time.

***PLEASE EMAIL YOUR RESUME VIA WORD ATTACHMENT***

EH Shum Financial Solutions

Why Work Here?

Able to grow with the firm and attention to genuine loyalty to hard working employees.

www.ehshumfinancial.com

Address

BURLINGAME, CA 94010
Burlingame, CA
94010 USA