Boulo is partnering with a financial advising firm in Birmingham, AL looking to hire a Client Services Administrator (Office Administrative Assistant) to join their team. The purpose of the role is to improve productivity of client support and office operations.
Salary: $55,000
Benefits: 7 paid Holidays, 10 days PTO, 5 sick days, 401k plan 4% match.BCBS Health/Dental/Vision with employee paid premiums through Cafeteria/125 plan using pretax money.
Hours: 8-5pm
Duties including, but not limited to:
1. Primary – you will be the primary support and coordinator for the following areas
a. Company 1st Contact for Clients
b. Answer and route income calls
c. Office Presence – you will be first in line to greet and coordinate client visits to the office
d. You must ensure that the office always has Company 1st Contact- if you are not there for any reason you must coordinate with manager.
2. Client Support and activity coordination – working with Manager and Advisors to;
- Client service paperwork.
- Onboarding new clients.
- Calling and emailing clients when necessary to coordinate meeting and get answers and provide superior client support. .
- Mailing birthday/special occasion cards.
- Meeting packet prep for advisors.
- Getting meeting room ready for client meetings.
- Mailing private investments distributions.
- Mailing quarterly performance reports.
- Client Portal set up for new clients and maintenance.
- Marketing activity support and coordination.
- Answering the phones/handling calls.
3. Administration and Operation Activity Support and Coordination
- Billing back up.
- Correspondence of all sorts, email, Sorting mail, outgoing and incoming packages
- Follow up with custodians.
- Maintain inventory- as approved Office supply orders.
- Running errands/ ordering and picking up lunch when needed.
Background
A demonstrated ability to work in a dynamic work environment that requires
a. Reliability
b. Initiative
c. Independent working ability
d. Use or common technologies
Talents to be demonstrated in this role
1. Takes initiative with new task and areas of responsibility
2. Task oriented and work area assignments and is able to prioritize work assigned in a detail manner.
3. Able to independently plan assigned task and report status on a regular and routine basis
4. Problem solving – able to solve problems independent and ask for support after problem resolution is blocked and management assistance is required. NEpolian rule - come with three solutions.
5. Judgement- is able to make judgements on how to move work forward balancing priorities, resources and management expectations within scope of work and assignment. Resources maybe budget, technology and information.
Skills to be demonstrated in this role;
1. Self manage schedule and able to communicate status and challenges
2. Skilled at using windows desktop products, word, excel, PowerPoint
3. Proficient in learning new technology application and expanding their use
About Boulo: Don’t let your job search end here. Boulo is a recruiting platform that goes beyond titles and timelines. We help experienced, knowledgeable professionals stand out to hiring managers by showcasing value through a skills-first approach. If you’re tired of being overlooked on other job boards and seeking a new opportunity, join Boulo here: https://boulosolutions.com/
