My Assistant Specialist - Omaha - Osaic

    Osaic
    Osaic Omaha

    1 day ago

    Description

    My Virtual Assistant Opportunity in Financial Services

    We are seeking a highly skilled Client Support Associate to join our team at Osaic. In this role, you will provide exceptional support to financial professionals by answering incoming emails and calls, communicating client needs and details of interactions, preparing for meetings and performing administrative tasks.

    This is a full-time opportunity with a competitive salary range of $50,000 - $60,000 per year plus an annual performance bonus. As part of our Virtual Administrative Services (VAS) program, you will have the chance to work on diverse projects and develop your skills further.

    • Review and respond to financial professional emails within timely manner;
    • Prepare physical mailings as needed;
    • Log all time spent with advisors into My Assistant Time Tracking system;
    Select candidate must be able to serve customers exceptionally well always being proactive in finding solutions when unexpected issues arise also knowing how handle communication both verbally writing so that there isn't any confusion what customer asking or wants done.
    A strong sense initiative self motivated working independently anticipating needs collaborating effectively team members ability take direction line broker/dealer RIA multi-task tight deadlines excellent organizational problem solving complex technical information communicate clearly adapt changing assignments multiple priorities presentation speaking writing proficient Microsoft Word Excel PowerPoint Outlook digital media web-based communications systems minimum 3 years experience required knowledge registrations account types investment products security works

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