Financial Services Client Service Administrative Assistant

Experienced Administrative Assistant

Do you have experience working in a Securities / Investments related office providing administrative support? Are you organized and able to work independently while functioning as a financial planner’s key office and administrative support?

Do you have exceptional attention to detail and an ability to complete error-free work? Are you computer-savvy? Do you enjoy assisting clients in servicing accounts while providing exceptional and friendly service?

If so, you may be the person we are looking for to work in our small, professional firm.

Who we are

We are a boutique service-oriented financial consulting firm providing an array of services, ranging from investments to insurance and retirement services.

Our office is located in Denver and provides a comfortable professional work environment. Our office culture is friendly and relaxed without sacrificing the quality of our results.

As an independent financial firm, we value independence and maintain the highest professional standards.

Qualifications

The ideal candidate is honest, hard-working, ethical, and friendly; has a high level of integrity. Must be able to establish and maintain solid working relationships with clients with a passionate commitment to serving and caring for other people.

The position requires an excellent knowledge of financial planning concepts and terminology.

Must be able to handle multiple projects simultaneously and operate successfully under deadlines. Must be able to follow directions while knowing when to take the ball and run with it.

Software experience in Microsoft Outlook, Word and Excel is required. Must be highly Internet-savvy and able to navigate or learn Morningstar® and other financial software packages.

Responsibilities

• Serve as the first point of client contact; must be comfortable on the phone handling customer service and client needs.
• Ability to manage the office calendar coordinating advisor’s schedule for client meetings and special events.
• Generate reports, such as performance statements, for advisor’s meetings with clients
• Update pending business summary sheet for advisor’s attention when documents are outstanding
• Update contact management system (CRM)
• Draft letters as directed by advisor
• Proofreading (or quality assurance) skills to ensure accuracy
• File and upload client statements, correspondence, agreements, etc.
• Assist with seminars as directed by advisor
• Make suggestions to systematize and improve office functioning
• Anticipate advisor’s needs and handle them proactively
6 hours ago