Administrative Assistant/Client Services Specialist

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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

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