Administrative Assistant

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Located in Starkville, MS

Salary: 15.00-18.00+

 

Now Hiring Part Time Administrative Assistant

Position Functions:
• Assist in managing & delivering on client service experience
• Greet clients upon arrival and extend hospitality to clients
• Calendar & meeting management for client & prospect appointments, wholesalers, in-person and virtual, etc.; includes scheduling, confirming, set up of virtual meeting links
• Document actions & client contact/call in client management system
• Write notes or letters to clients on personal letterhead of administrative nature only and assist in administering client appreciation
• Prepare correspondence for advisor signature
• Embrace & thrive in an environment of collaboration and service to the team
• Perform other allowable duties as assigned by the financial advisor(s)
Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

 

Key Traits of a Successful Client Service-Focused Administrative Assistant

• Polite and clear phone manner – happy to be on the phone majority of the time
• Comfortable managing work via computer & applicable programs (client management system, texting program, email, Word programs, other corporate programs as applicable, etc.)
• Excellent communication and interpersonal skills, both verbal and written
• Desire to serve clients and co-workers with excellence
• Direct attention to detail and organization
• Effective and efficient time management

• Ability to multi-task, including the ability to prioritize & complete multiple time-sensitive tasks
• Ability to adhere to rules and regulations as stated and required by advisor,
• Ability to support in compliance within the advisor’s practice
• Positive attitude and sincere willingness to constantly learn and grow

Education and Other Qualifications:
•College degree or higher
•2+ years of similar experience

Apply Now