Financial Advisor Executive Assistant
:
Client Contact Specialist for Financial Advisors
We are two partnered financial advisors looking to grow our practice significantly over the next 3 to 5 years. We add 400-500 clients per year to our book of business and are seeking and dependable and reliable Client Contact Specialist.
This job requires diligent and proactive outreach to over 1000 client existing clients of the firm. This is an extremely detailed oriented position for someone who works well alone. The primary tasks of this position are:
· Contacting clients via phone or email
· Emailing and faxing documents
· Scheduling client meetings
· Meticulously processing paperwork
· Strong communication skills with clients and third-party entities
· Scanning paperwork and maintaining a digital file
· Marketing
· Answering phones
· Tracking all client contact and recording it via Excel and or Salesforce
Promotions after 6 months with highly rated performance review!
Must be proficient with:
-Excel spreadsheets
-Salesforce
Experience:
-5 of administrative assistant experience REQUIRED preferably in the financial industry
-Paperclip (scanning filing system)
Educational Requirements
Associates degree preferred or high school diploma plus 10 years' experience
Job Type: Full-time
Pay: $20.00 - $30.00 per hour
Experience level:
- 9 years
Weekly day range:
- Monday to Friday
Work setting:
- In-person
Ability to Relocate:
- Township of Jefferson, NJ: Relocate before starting work (Preferred)
Work Location: In person
Recommended Jobs
Lead python engineer
About the Role: Grade Level (for internal use): 11 About the Role: The Team: S&P Global Energy's Platform Engineering team is looking for an experienced Python/Spark data engineer. An ide…
Corporate Counsel
Description Position at WebMD WebMD, an Internet Brands company, is seeking a talented, business minded attorney with 4+ years of corporate and commercial experience to join its highly collaborati…
Data Lead
Akkodis is seeking a Data Lead for a Contract job with a client in Basking Ridge, NJ . Candidates must have strong experience in SAP testing, SAP BTP automation services, and ABAP development a…
Travel Outpatient Dialysis RN
HIRING NOW: Travel Outpatient Dialysis RN in Neptune, NJ Weekly Gross Pay: $2,864 for 40 hours Taxable: $1,240 weekly ($31 x 40) Non-Taxable: $1,624 weekly ($40.60 x 40) Location: Neptun…
Polysomnographic Technologist
Job Title: Polysomnographic Technologist Location: Newark Beth Israel Medical Ctr Department Name: Sleep Disorder Center Req #: 0000215092 Status: Hourly Shift: Day Pay Range: $26.00…
Regional CDL-A Driver Home Weekly
10-4 Logistics USA is seeking Regional CDL-A drivers to operate dry van, no-touch freight on regional routes. This position is available for solo drivers or teams and requires professional conduct at …
Head of - financial
Guardian Life is seeking a Head of AI Transformation for the Financial Protection and Wealth (FPRS) business unit. This person will lead a cross-functional team to deliver AI-centered solutions focu…
Associate Operator, Production (Fermentation)
As an Associate Operator , you will be responsible for producing quality intermediates and finished products according to a pre-determined operations plan. Operation of process equipment in acco…
Administrative Assistant
Administrative Assistant Lakewood, NJ 65-85K We’re looking for a sharp, organized administrative assistant to support the Cost Reporting and Compliance division of a growing homecare age…
Veterinary Assistant - Route 516 Animal Hospital
Overview: Care for animals. Support your team. Make a difference every single shift. At Route 516 Animal Hospital , we know it takes a village to care for pets and Veterinary Assistants are t…