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    Front Desk Administrative Assistant - Wilmington, United States - Aesplacement

    Aesplacement
    Aesplacement Wilmington, United States

    4 days ago

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    Description

    **Position:** Front Desk Administrative Assistant - Financial Firm - Wilmington, NC **Location:** Wilmington, NC

    **Job Id:** 2000 **# of Openings:** 1 **Front Desk Administrative Assistant** **Minimum Requirements:**

    Associates Degree

    2+ years of experience working in a professional office & fast-paced environment

    Proficient skills with MS Office Suite

    Comfortable and familiar with CRM platforms

    Industry experience preferred, but not required

    This position requires that you possess the following skills: Strong organizational skills and strong attention to detail

    Proficient with filing, phone systems, faxing and scanners

    Excellent communication skills both verbal and written

    Calendar management

    Polished interpersonal and presentation competencies

    Exceptional phone skills

    Sincere and caring attitude Self-motivated or Autonomous

    Provide outstanding client service

    Thrive in a "time sensitive" environment and adaptable to changes without affecting the quality of work

    **Responsibilities/Office Administration:**

    This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:

    Answer phones & greet clients in a friendly, warm, and professional manner

    Ensure vendor supplies and "extras" (drinks, snacks for clients) are stocked

    Record notes from client conversation in an accurate manner

    Enter and maintain database of clients and prospects

    Manage manual and e-filing systems

    Attend and contribute to team meetings

    Maintain the office environment in immaculate and organized condition

    Maintain job-related/industry specific compliance files

    Assist in organizing events, event supplies, and promotional material

    Develop, mail, and analyze client satisfaction survey

    Develop and mail letters to clients for various purposes upon request

    Send the following to clients, but not limited to: quarterly referral letters, Reallocation letters, Appointment Reminders, Thank You notes, Birthday letters, invitations, etc.

    Prioritize daily tasks to be proactive in time management Assist Advisors in various day to day tasks

    General back up Support for all other positions consisting of varied tasks as needed **Presented by Advisor Employee Services** Thank you for your interest the Front Desk Administrative Assistant position. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the *top 1% of financial advisors in all 50 states* in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today

    Apply for this Position

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