Administrative Assistant/reception - Albany, United States - Allen Financial

Description

Description:

Administrative Assistant to Financial Advisor


Job Purpose:

To provide high level support by assisting with customized account paperwork, attending to account service needs, assisting with marketing projects, preparing financial reports, and other basic administrative tasks.

Administrative Assistant Job Duties:

• Be able to use Microsoft Office programs with skill including Microsoft Word, Excel and Outlook
• Process both incoming and outgoing correspondence including mail and phone calls
• Input notes into client files in Redtail CRM (Training will be provided)
• Prepare and process paperwork for both the opening and service of client accounts
• File paperwork (either hard copy or electronic) into client files
• Utilize software available from websites to open and service client accounts
• All other duties as assigned

Skills:

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Detail Minded:Be extremely detailed in performing tasks. The ability to focus on the task at hand and pay attention to each and every detail.
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Communication Skills:Clearly communicate with clients, companies and coworkers. Communication will include but not be limited to speech and written statements including phone conversations, meetings, letters and notes in client files.
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Computer Skills:Must be able to utilize computer programs such as Microsoft Office, Redtail CRM (Training will be provided), websites from both the Broker Dealer and also Investment Companies.
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Professionalism:Must be able to act and look professional. Dress is Business attire. A strong grasp of formal English is a necessity. The ability to arrive at work early or on time is imperative as is transportation to and from work.


Pay:
$ $28.00 per hour

Expected hours: 40 per week


Benefits:

• 401(k)
• 401(k)

matching

• Paid time off

Schedule:

• 8 hour shift

Ability to Relocate:

• Albany, NY 12205: Relocate before starting work (required)

Work Location:
In person