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- Friday, 8:30AM 4:30PMEducationBachelor's Degree or equivalent experience preferred.
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Administrative Assistant/Client Service Associate - Avon, United States - Kestra Financial Independent Advisor
Description
The Administrative Assistant (AA)/Client Service Associate (CSA) will work closely with the Director of Operations, providing administrative support and assisting with various office tasks.
With direction, the AA/CSA will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.
Communication skills will be constantly put to the test, as will the ability to prioritize multiple tasks simultaneously, as a focal point of a multifaceted, fast-paced business environment.
The overall goals are to deliver high-quality client experience, and help in running a productive and efficient office.The job responsibilities include, but are not limited to:
Responds to emails, answers phone, and communicates in a prompt, courteous, and helpful manner. Prepare for and follow up from client meetings. Service clients' accounts. Handle miscellaneous operational and compliance activities.
Assist with general administrative tasks:
Required Experience & Education:
BA/BS degree preferred or equivalent work experience. Minimum of 4 years of administrative, hands-on client experience. Job TypeFull-timeScheduleMonday
Experience Client Service:
2 years (Required)
Financial Services: 2 years (Required) Benefits401(k) with a healthy match (after 1 year waiting period), health insurance stipend, ancillary benefits with 50% of certain benefits employer paid.
