Administrative Assistant
Company: Hermes Wealth Strategies
Location: Visalia
Posted on: January 20, 2023
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Job Description:
The Administrative Assistant will organize and coordinate new
business administration, procedures, and client service items in
order to ensure organizational effectiveness and efficiency.
Role and Responsibilities
--- Constantly in contact with clients
--- Assists in helping clients transfer assets to the practice
--- Submits and tracks account applications
--- Corresponds with clients on missing information or unanswered
questions for new accounts and transfers
--- Tracks new accounts and incoming assets
--- Maintains and services existing client relationships
--- Ensures all client service tasks are completed to client's
satisfaction
--- Resolves client issues properly and in a timely fashion
--- Occasionally meets with clients to have clients sign forms or
while clients complete certain applications
--- Maintains updated client information and notes in CRM, to
ensure integrity of database
--- Maintains and improves existing Account Service processes
--- Tracks outstanding business
--- Ensures clients are set up with online system access and are
knowledgeable of the systems (Account View)
--- Ensures client reporting systems receive feeds for new
accounts, feeds are renamed if needed
--- Prepares for client meetings on a weekly basis
--- Special projects, as needed
--- Acts on office priorities in a proactive way
Requirements:
2 Years of experience in Financial Services
Benefits:
401(K) Plan
Paid Time Off
Visalia, CA
Keywords: Hermes Wealth Strategies, Visalia , Administrative Assistant, Other , Visalia, California
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