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    Administrative Assistant/Receptionist - New Orleans, United States - Montz Harcus Wealth Management

    Montz Harcus Wealth Management
    Montz Harcus Wealth Management New Orleans, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks.

    Responsibilities

    • Answer multi-line phone system
    • Handle and coordinate active calendars
    • Schedule and confirm meetings
    • Ensure file organization based on office protocol
    • Compile and enter client account data, details, and tasks in CRM
    • Manage and resolve client service problems
    • Assist advisors and clients accurately and efficiently with account paperwork
    • Serve as quality control point to ascertain that all paperwork, policies, and procedures for customer requests have been adhered to in accordance with all compliance requirements
    • Support with any administrative tasks, as directed
    • Additional projects and tasks as assigned.

    Qualifications

    • Strong interpersonal, customer service and communication skills
    • Ability to handle stress and prioritize multiple tasks
    • Proficient in Microsoft Office suite
    • Excellent attitude and client service orientation
    • Ethical, honest, high level of integrity and confidentiality
    • A genuine interest and commitment in serving and caring for other people
    • Strong attention to detail with extreme accuracy and high-quality work
    • High energy level and comfortable performing multi-faceted projects independently
    • Flexible and adaptable – must respond well to ongoing changes of a growing and evolving business and wants to be challenged
    • Excellent organizational, time management and problem-solving skills

    Salary and Benefits

    • Competitive salary based on experience and qualifications
    • 401(k) with company match
    • Generous time off policy
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