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Posted: Saturday, September 2, 2017 10:37 PM

Job Description:/h3:
Job Summary:
Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non:routine tasks. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.
The Successful Applicant
3:6 years of work experience, Administrative assistant experience preferred
Strong written and verbal communication skills, proofing and or/editing experience desirable and the ability to make suggestions for improvements and implement changes.
Ability to work independently with minimal direction, prioritize and multi:task
Ability to work in a fast:paced environment
Bachelors degree
Proficiency with Microsoft Office Suite (Work, Excel, Outlook) and internet research skills.
Strong initiative, attention to detail and accuracy.
Positive attitude towards work
We are an equal opportunity employer. Local candidates preferred as a relocation package is not available.
Whats on Offer
Competitive base salary
Competitive benefits package
Essential Duties and Responsibilities:
:Answer telephone calls and tactfully processes inquiries and/or transfer calls to appropriate party.
:Prepare reports, agendas, and presentations, meeting minutes, action items and correspondence.
:Maintain Financial Advisors calendar, schedule and confirm appointments.
:Prepare letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
:Assist Advisors with completing client applications and filing
:Make calls to insurance and investment companies.
:Operate general office equipment.
:Educate clients on account services and capabilities
:Plan team marketing events and maintain marketing materials
:Other duties may be assigned.
Please send your resume today for consideration

Company Description:/h3:
About the Organization
This leading financial services practice provides a variety of financial vehicles to assist consumers in reaching their financial goals. Specializing in portfolio management, retirement planning, quarterly/annual budgeting etc.

Source: https://www.tiptopjob.com/jobs/71580979_job.asp?source=backpage


• Location: el segundo, Los Angeles

• Post ID: 138411047 losangeles
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