Primary Purpose:

The Administrative Assistant is responsible for preparing, reviewing and submitting new business and additional client requests. This role will partner with the operational function of the business, including the day-to-day administrative responsibilities.

Key Responsibilities and Essential Functions:

Interact with clients, answer and process basic requests and inquiries, in a timely manner. Serve as primary point of contact for financial advisors and clients including but not limited to, scheduling meetings and coordinating any meeting follow up.
Manage the processing of all new business and client maintenance requests.
Maintain accurate client and vendor data in the client relationship management (CRM) database and reporting systems.
Cultivate strong advisor, client, and vendor relationships to ensure prompt and consistent delivery of excellent customer service.
Organize and coordinate office administration and procedures, to ensure organizational effectiveness and efficiently keep the business operating smoothly on a day-to-day basis.
Commit to continuous education and professional development to remain current in industry best practices and compliance rules and regulations.
Assist in special projects and duties as assigned within functional/knowledge area.

Job Specifications:

1+ years of customer service or administrative support experience, preferred.
Proficiency with Microsoft Office Suite, required.
Financial services industry experience, preferred.
Familiarity with a customer relationship management (CRM) platform, preferred.
Ability to work effectively both as part of a team and independently with minimal supervision.
Strong verbal and written communication skills.
Personable, approachable with a positive attitude in providing service excellence.
Excellent problem solving, time management, attention to detail and prioritization skills.
Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism and empathy.
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.

Financial Planning Partners

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Administrative Assistant