Administrative Assistant - Wappingers Falls, United States - Brent Financial Group

Description

This position provides administrative support to the advisor and VP of Customer Service, interfacing with clients and maintaining operating efficiency with paperwork and software programs.

• Complete all forms correctly and submit them within one business day
• File client statements, correspondence, and agreements so that all client filing is completed within five business days
• Track pending business paperwork; update pending business summary sheet for advisor's attention when documents are outstanding; track and tally all outstanding work weekly
• Handle phone calls from clients, when appropriate; transfer calls when required
• Handle advisor needs proactively
• Update CRM systems and so forth
• Perform mail merge for mailings, as directed by advisor
• Use COMMunity Link to access Commonwealth resources and other systems
• Use Commonwealth's services efficiently
• Make recommendations to systematize and improve office functioning

• High attention to detail
• Five years' experience in an administrative role or three years' experience in financial services
• Demonstrated ability to work in fastpaced environment
• Superior organizational skills
• Sufficient patience to do repetitive work correctly
• Ability to fill out forms exactly
• Proficiency in MS Office Suite (e.g., Word, Excel)
• Ability to follow directions exactly

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

• Monday to Friday
• No weekends