Administrative Assistant/Client Services Specialist
Top Job
Located in Utica, NY
Financial Services firm that required a positive and true team attitude is seeking an Administrative Assistant/Client Service Specialist to join their team. This position requires the ability to work in a busy office environment, demanding high levels of concentration while also coping with frequent interruptions. Excellent customer service and relationship building skills are a must. Strong organizational as well as technological skills are needed. A positive attitude, strong work ethic, high degree of personal motivation, the ability to be flexible and excellent interpersonal skills is essential for success. This position will work in the office daily.
General Duties:
Answer, screen, transfer and respond to incoming calls
Make outgoing phone calls as requested
Help clients through email, phone, and in-person
Utilize & provide support for investment systems
Prepare and process client paperwork and requests
General clerical duties including but not limited to: photocopying, filing, fax & mail
Maintain & update electronic & hard copy filing system
Handle requests for information & data
Prepare & modify documents including but not limited to: correspondence, reports, spreadsheets, graphs, charts, drafts, memos, and emails
Prepare, have approved and send various client communications
Support client presentations including preparation of PowerPoint presentations, Excel workbooks & client reviews
Prepare all documents needed for various meetings
Schedule & coordinate meetings, appointments & travel arrangements for Executive staff
Assist other employees upon their request
Handle ad hoc projects as assigned
Support all investment advisory operational duties & be able to act as a back-up
Other duties and projects as assigned by manager
Qualifications:
Proficient in Microsoft Office Suite Products
Excellent communication skills both written and verbal are required
Ability to multi-task and organizational skills are essential
Express Office: Utica/Rome
The Landmarc Building
118 Columbia Street, Suite 103
Utica, NY 13502
Apply Now