Seeking an organized and enthusiastic individual to join our team as a front desk assistant for a Financial Advisory team. This role involves providing administrative support to the advisors, managing office tasks, and assisting with client services. No prior experience in finance is required, making it an excellent opportunity for someone eager to start their career in the financial industry.
Responsibilities
- Serve as initial point of contact for client inquiries and requests. Handle incoming calls, emails, and mail, directing them appropriately.
- Help manage schedules, appointments, and correspondence.
- Organize client files and assist with preparing documents.
- Assist with administrative tasks related to client accounts.
- Maintain client records and databases accurately and confidentially.
Qualifications
- Commitment to privacy and confidentiality of client information.
- Strong interpersonal skills and the ability to communicate professionally with clients and team members.
- Organizational skills and attention to detail.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to learn industry specific software applications.
- High school diploma or equivalent. Bachelor’s degree preferred.
www.TexomaFS.com
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