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Cascade at Cascade West Pkwy

(google map)

compensation: Based on Experience
employment type: full-time

Approximately 35 - 40 hours/week, Monday - Friday
Administrative Assistant
Administrative and Clerical
This position requires that you possess the following skills:
• Client Service
• Communication
• Initiative
• Organization
• Continuous Learning
Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
• Prepare for appointments
• Provide market information or quotes to clients
• Respond to client inquiries on administrative questions
Office Administration: Assisting the Financial Advisor in managing the office to exceed firm, client and regulatory expectations includes:
• Effective communications with the Financial Advisor
• Management of phone calls and walk-in clients
• High degree of professionalism including ability to maintain strict confidentiality.
• Ordering supplies and processing expenses
Account Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include:
• Opening, closing and transferring accounts
• Processing trade and other transactions
• Processing retirement or estate accounts
Business Development: must support the Financial Advisor in developing the office through:
• Mailings for marketing
• Follow up with prospective clients and clients
• Implementing client seminars and promoting credit card services.
You will play an important role to the success of our office.

Desired Skills and Experience
Excellent customer service

Strong organizational skills
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6872285078

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