- Contribute to the upkeep and image of the branch
- Greet clients, stock kitchens, maintain cleanliness, etc.
- Manage office supply levels and coordinate inventory ordering
- Constantly ensure coverage of the reception area
- Manage all phone lines for the office
- Plan and arrange client meetings
- Provide administrative support to assigned Financial Professional(s) and Branch Manager as needed
- Collect, distribute, and send branch mail
- Complete data entry projects, as assigned
- May be asked to help facilitate firm wide initiatives or events at local branch level
- Other duties as assigned
- Create and submit monthly expense reports for Financial Professionals
- Maintain accurate hard copies of client files for compliance and establish filing system
- May be assigned to provide phone coverage or assistance to other branch Client Associates, as applicable
- Maintain accurate client profiles in RBC and AOS
- Document client notes in Redtail, as assigned
- Adhere to and keep up to date on Compliance and firm policies and participate in firm sponsored trainings
- Take initiative in career growth by enrolling in Google Classroom courses and provided development opportunities
- Be an active culture carrier within teams and contribute to a positive team morale
- Ability to build rapport with guests/clients
- Accomplishment of annual organizational, team and personal goals as communicated by management
- Revenue growth for the Financial Professional(s)' business as well as overall growth for the firm
- Activity volume measured from communications, workflow items, adoption of new tools and professional development courses
- At least 2 years of college education, or equivalent experience
- At least 6 months working in a professional environment
- Confident in using Microsoft Office Suite and Google Suite
- Comfortable taking initiative and being part of a team
- Ability to sit for long periods of time and lift at least 10 pounds
- Competent in the following Knowledge, Skills, and Abilities:
- Customer Service
- Clerical Work
- Reading, Writing, and Oral Expression
- Social Perceptiveness
- Coordination
- Time Management
- Empathy
- Bachelor's Degree in Business, Finance, or related field
- Interest in working in the Finance industry
- Salary commensurate with experience
- Total Rewards Benefits Package:
- Medical, Dental & Vision
- Short Term Disability, Long Term Disability, Life Insurance, and optional Supplemental Life insurance for employee, spouse, and dependents
- 401k plans with yearly match
- Flexible spending accounts
- PTO: vacation, personal days, sick time, and volunteerism day to encourage community involvement
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Administrative Assistant - Keokuk, United States - Moors & Cabot Inc
2 weeks ago
Description
Job Description
Job DescriptionRole Description
The Administrative Assistant position delivers a first impression as clients enter the office; they are the "face" of the Moors & Cabot Keokuk team. This position exemplifies Moors & Cabot's core values of Integrity, Service is Personal, One Team, Communication and Initiative by communicating with clients, providing a personalized experience, and always putting the needs of the clients first. Moors & Cabot runs a unique, hands-on boutique style practice, and this position is an integral part of Moors & Cabot's mission to deliver the highest quality service to our clients in order to help them achieve their financial goals. By facilitating these client interactions and being an active, collaborative and engaged employee, this role provides room for growth and advancement opportunities.
This full-time role reports to the Branch Manager with additional feedback gathered from assigned Financial Professionals (FPs). Working hours are Monday - Friday 8:00 AM to 4:30 PM CST.
Role Responsibilities
Office Administrative (75%)
Financial Professional Team Duties (20%)
Other (5%)
Key Measurements
Minimum Requirements
Preferred Requirements
Compensation and Benefits
About Us
Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services. The firm has participated in the retail sale of stocks and bonds to individuals and the institutional sale of stocks and bonds to most of Boston's money management firms. In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools such as cash management accounts, retirement planning, mutual funds, annuities and other insurance products.
Moors & Cabot is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
We utilize the Department of Homeland Security's employee authorization program, E-verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9 information entered in E-Verify by the employer with the information in records available to SSA and/or DHS.
