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    Administrative Assistant - Minneapolis, United States - AdvisorNet Financial

    AdvisorNet Financial
    AdvisorNet Financial Minneapolis, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Primary Purpose

    The Administrative Assistant - New Business at Strategic Investment Partners is responsible for preparing, reviewing and submitting new business. This role will partner with the operational function of the business including the day-to-day administrative responsibilities.

    *Strategic Investment Partners is an independent advisor practice. AdvisorNet Financial, Inc. assists in recruiting for its Affiliate Financial Advisors.

    Key Responsibilities and Essential Functions:

    • Interact with clients, answer and process basic requests and inquiries, in a timely manner.
    • Manage the processing of all new business and client maintenance requests.
    • Serve as a back up to the administrative team including but not limited to, scheduling client meetings and related follow-up meetings.
    • Maintain accurate client and vendor data in the client relationship management (CRM) database and reporting systems.
    • Cultivate strong advisor, client, and vendor relationships to ensure prompt and consistent delivery of excellent customer service.
    • Organize and coordinate office administration and procedures, to ensure organizational effectiveness and efficiently keep the business operating smoothly on a day-to-day basis.
    • Commit to continuous education and professional development to remain current in industry best practices and compliance rules and regulations.
    • Assist in special projects and duties as assigned within functional/knowledge area.

    Job Specifications

    • 1-3 years of customer service or administrative support experience, preferred.
    • Financial services industry experience, preferred.
    • Proficiency with Microsoft Office Suite, required.
    • Strong professional verbal and written communication skills.
    • Personable, approachable with a positive attitude in providing service excellence.
    • Ability to work effectively both as part of a team and independently with minimal supervision.
    • Excellent problem solving, time management, attention to detail and prioritization skills.
    • Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism and empathy.
    • Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.
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