Administrative Assistant

Administrative Assistant Overview

• The Administrative Assistant will provide essential support to executives in a financial services environment, ensuring efficient operations and client satisfaction.
• This role involves client-facing responsibilities, requiring excellent communication and professional demeanor.
• Assist in administrative tasks such as sending statements, opening accounts, and scheduling meetings.
• Utilize Salesforce CRM to manage client data and ensure accurate record-keeping.
• Support 2-3 executives with detailed and organized administrative assistance.
• Maintain a high level of attention to detail and accuracy in all tasks.
• Work on-site during standard business hours, ensuring availability for immediate support.
• Preferred candidates will have experience in insurance or mortgage industries and knowledge of financial concepts.

Administrative Assistant Key Responsibilities & Duties

• Provide administrative support to executives, including managing correspondence and scheduling meetings.
• Handle client interactions professionally, ensuring satisfaction and addressing inquiries promptly.
• Prepare and send financial statements, open accounts, and follow up on client requests.
• Utilize Salesforce CRM for client data management and reporting.
• Coordinate with financial advisors to ensure seamless client service delivery.
• Maintain organized records and documentation for compliance and operational efficiency.
• Provide front-office support, including phone etiquette and client-facing interactions.
• Assist in preparing materials and reports for executive presentations and meetings.

Administrative Assistant Job Requirements

• Bachelor of Science in Business Administration (BSBA) or equivalent education required.
• Minimum of 5 years of administrative experience, preferably in financial services or related industries.
• Proficiency in Salesforce CRM and other office productivity tools.
• Knowledge of financial concepts and terminology; Series 7 license or notary certification preferred.
• Strong organizational skills with attention to detail and accuracy.
• Excellent communication skills, both written and verbal, with a friendly demeanor.
• Ability to work on-site during standard business hours without overtime.
• Experience in client-facing roles with professional phone and front-office etiquette.