Receptionist- Executive Assistant Share:
Compensation
Benefits
Employment Type
$40,000.00 - $60,000.00 Annually
Retirement Savings
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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