Part Time Administrative Assistant

Responsibilities and Duties

·         Answer incoming phone calls and handle appropriately

·         Schedule and confirm client appointments

·         Greet clients for in-office meeting

·         Manage client files, contact information and CRM (Contact Relationship Management) database

·         Prepare and process client related paperwork

·         Track activity of client related processes and follow up on items until completion

·         Assist financial advisor with administrative tasks related to new client acquisition

·         Assist financial advisor with administrative tasks related to service meetings

·         Track the purchase and renewal of the financial planner’s license requirements

·         Assist the advisor with purchase or renewal of licenses

·         Schedule non-client (Vendor) meeting for the financial advisor

·         Follow up with financial advisor on any pre or post client meeting items that are needed

·         Receive and sort incoming mail

·         Send outgoing correspondence

·         Tracking & Reporting of Payroll hours for team members

Qualifications

·         Exceptional communication and interpersonal skills

·         Skilled attention to detail is essential

·         Dependable and punctual

·         Excellent organizational skills

·         Proficient with Microsoft Word, Excel, and Outlook

·         Ability to adapt to changes quickly

·         Can work independently

·         Capable of working through challenges effectively

·         Ability to work on multiple projects and deadlines