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Administrative Assistant

Company: Hermes Wealth Strategies
Location: Visalia
Posted on: January 20, 2023

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


2 Years of experience in Financial Services


401(K) Plan
Paid Time Off

Visalia, CA

Keywords: Hermes Wealth Strategies, Visalia , Administrative Assistant, Other , Visalia, California

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