Administrative Assistant
3.
8 Valparaiso, IN Valparaiso, IN Full-time Full-time $16 - $21 an hour $16 - $21 an hour 11 days ago 11 days ago 11 days ago
Responsibilities:
- Prepare correspondence for advisor signature - Copy and track all client and practice materials including business correspondence - Copy and follow-up with home office on related issues - Schedule client appointments and prepare agendas/ forms for appointments - Conduct client appointment reminder calls and check-in calls on follow up items - Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s) - Perform other allowable duties as assigned by the financial advisor(s) Clent Care - Greet clients upon arrival and extend hospitality to clients - Set up and maintain client management system - Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation - Document client contacts/calls - Track client special events and make appropriate contact per established client contact model This is an excellent opportunity for someone who is organized, detail-oriented, and has strong computer skills.
If you are looking for a challenging yet rewarding administrative role, we encourage you to apply.
Job Type:
Full-time Pay:
$16.
00 - $21.
00 per hour Expected hours:
40 per week Schedule:
8 hour shift Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
8 Valparaiso, IN Valparaiso, IN Full-time Full-time $16 - $21 an hour $16 - $21 an hour 11 days ago 11 days ago 11 days ago
Responsibilities:
- Prepare correspondence for advisor signature - Copy and track all client and practice materials including business correspondence - Copy and follow-up with home office on related issues - Schedule client appointments and prepare agendas/ forms for appointments - Conduct client appointment reminder calls and check-in calls on follow up items - Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s) - Perform other allowable duties as assigned by the financial advisor(s) Clent Care - Greet clients upon arrival and extend hospitality to clients - Set up and maintain client management system - Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation - Document client contacts/calls - Track client special events and make appropriate contact per established client contact model This is an excellent opportunity for someone who is organized, detail-oriented, and has strong computer skills.
If you are looking for a challenging yet rewarding administrative role, we encourage you to apply.
Job Type:
Full-time Pay:
$16.
00 - $21.
00 per hour Expected hours:
40 per week Schedule:
8 hour shift Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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