Receptionist- Executive Assistant Share:

Klein Wealth Management	Portland, OR 97239
Compensation	$40,000.00 - $60,000.00 Annually
Benefits	Retirement Savings
Employment Type	Full-Time

Description

Office Assistant

The primary contribution of the office assistant role is to assist in driving office efficiency and overall firm success through great service, attention to detail, and follow-through. They will possess a highly communicative nature while having the ability to actively listen and be a trusted resource in the wealth management space. They will effectively follow up on leads and referrals in a timely manner to wow the current and potential clients. Having an endearing nature that is organically able to communicate a competent and inviting office environment is highly desired. Ensuring that compliance is tracked and adhered to is essential.

Responsibilities

Opening new accounts (admin paperwork and coordination)
Keeping calendar full with current client reviews
Updating client records, cultivate and curate the account data, account maintenance
Making initial calls and follow-up calls to prospects
Client communication (b-day cards, life event tracking, and communication)

Qualifications

College Education, bachelor degree preferred
Minimum 2 years of work experience, Financial Industry experience preferred
Able to work on-site in the office
Must be willing to have an FBI background check
Professional Communication -- appearance and phone demeanor. Make sure all interactions are appropriate, courteous, confidential, and supportive.
Systematic Work Method -- Strong organizational skills. Follow up on assigned activities through to completion
Self-Motivated -- Look for ways to improve the service to our existing clients and better ways to connect with potential client leads. Take the initiative to learn new methods to improve and to understand the business.

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