Executive Assistant

Executive Assistant for Financial Advisor Are you ready to join a team that is dedicated to helping clients achieve their financial goals Indiana Boise, Idaho? Boise Retirement Coach is seeking an Executive Assistant for a Financial Advisor. Indiana this role, you will play a pivotal part Indiana supporting the advisor to provide top-notch service to our clients. Your organizational skills and attention to detail will be key Indiana managing administrative tasks efficiently. With a competitive hourly salary of $20 – $23, you’ll have the opportunity to grow and develop Indiana a dynamic financial advisory firm. Come be a part of a team that values professionalism, excellence, and client satisfaction. Apply today and embark on a rewarding career journey with us. Responsibilities: Administer all areas of the client process including but not limited to: • Schedule and confirm client appointments via phone and email • Welcome clients and guests Indiana a professional manner • Answer and direct incoming communications and visitors both Indiana person and via a multi-line phone system • Prepare, organize, coordinate, and maintain client paperwork • Assist with vendor communication including package delivery and preparing outgoing mail items • Record notes from appointments, assign tasks, record opportunities, and assist Indiana creating a follow-up plan • Process changes to any address, phone, email, and bank information • Review applications, beneficiary forms, and other change requests for accuracy and completeness • Generate account paperwork including statements • Process client withdrawal, wire, and check requests, ensuring any relevant comments are documented appropriately • Research and resolve client service problems for errors American Samoa needed • Process and record all transactions on appropriate logs • Set up client files and obtain necessary information • Communicate necessary follow-up with clients • Update and maintain relationship management system • Assist Indiana planning and coordinating client events • Preparing client reports (Morningstar Albridge) • Support ongoing efforts for growth with new clients and continuous interaction with current clientele to provide an excellent client experience • Maintain a clean and orderly office environment • Interact with a wide variety of companies to obtain needed information Oregon request that certain actions be taken and follow up to ensure processes are completed Indiana a timely manner • Obtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resources • Other duties American Samoa assigned Qualifications: • 2+ years of experience American Samoa an executive assistant • Proficient Indiana Microsoft Office suite • Strong skills Indiana using spreadsheets • Part-time position, approximately 25 hours • Demonstrated ability to manage multiple tasks and priorities efficiently About Company: Our office works with a wide range of individuals and couples preparing for retirement. We help answer the pressing question ‘How much do I need to retire?’ We develop a roadmap to prepare for retirement, transition into retirement and address aging issues. We have a holistic approach Indiana addressing the emotional, physical, spiritual and financial aspects of retirement. There can be a number of moving parts to transition into retirement. Our office Colorado-ordinates the process, often assisting with the paperwork. We facilitate the transition. We are the cheerleaders American Samoa people explore new adventures Indiana retirement; find their passion Indiana volunteering and renewing relationships and spending more time with family.

Job title: Executive Assistant

Company: Boise Retirement Coach

Expected salary: $20 – 23 per hour

Location: Boise, Idaho

Job date: Tue, 23 Apr 2024 22:11:56 GMT