- Job Category: Accounting
- Salary: $15-17/hour
- Education: N/A
- FT/PT: Full-Time
- Company: StarStaff, Inc.
Our client is seeking an Administrative Assistant to provide support to a Financial Advisory firm. In this role, you will interact daily on the phone and in person with prospective and existing clients including handling basic inquiries, scheduling and service requests. Other duties include the following:
Process and follow up on client documentation for proper maintenance of accounts and files.
Prepare letters, forms and excel spreadsheets to assist with servicing existing clients and prospecting for new clients.
Assist with preparing Seminar materials such as personal book covers, name tags/tent cards and sign in sheets.
Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
Maintain database and create reports using Microsoft Excel.
Perform other duties and responsibilities as assigned by Financial Advisors.
Ability to work independently with minimal supervision.
Excellent communication and presentation skills
Ability to interact with clients in a professional manner to ensure maintaining an efficient and organized office.
Working knowledge of 1035 exchanges, direct transfers, and custodial accounts.
Ability to adapt to a changing environment and handle multiple priorities
Flexibility for necessary travel for Seminars and Meetings.
Securities Licensed or equivalent experience and knowledge
Preferred but not required.
Knowledge and Ability to conduct analysis on client Brokerage Accounts/Statements and provide a summary/presentation to the Advisor.
Life/Annuity Licensed or equivalent experience and knowledge Preferred but not required.
Microsoft Office Software
Microsoft Excel Basic/Entry Level Skills and knowledge
Microsoft Word Basic/Entry Level Skills and knowledge
We are a search firm committed to serving our clients. Send to email@example.com
At StarStaff, we are committed to equal employment opportunity and compliance with all laws and regulations. Our policy is to provide employment and other conditions or opportunities of employment, without regard to race, color, religion, age, sexual orientation, gender identity, national origin, disability, genetic information, veteran or marital status, or any other characteristic protected by law.
780 S. Apollo Blvd.
Melbourne FL 32901
780 S. Apollo Blvd
Melbourne, Florida 32901
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