Operations Administrative Assistant Details

Operations Administrative Assistant

Financial Planning & Tax Office - Olean, NY

Employment Type : Full-Time

Part Time: Operations Admin

A well-established financial planning firm serving Western NY and Northern Pennsylvania for over 20 years is seeking a highly motivated individual to join its team. This is a part time position with the possibility of turning into a full-time position.

General Responsibilities:

• Assist Financial Advisors (FAs) in the ongoing development and maintenance of effective client relationships by implementing service offering.
• Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Ensure continuous telephone coverage.
• Perform other duties as required that contribute to the overall effectiveness of the branch office and individual FAs.
• Keep FAs informed of all pertinent information and activity related to client accounts and transactions.
• Prep for appointments and follow up with assigned items.
• Onboard new client accounts, which includes the collection of required documentation and client information
• Compose effective client correspondence in accordance with established policies and procedures.
• Set appointments and coordinate schedules.
• Interacts daily on the phone and via video conferencing with advisors and their clients including handling basic inquiries.
• Creates and maintains records and files
• Ensures required client paperwork is current with firm and industry requirements, rules and regulations
• Be knowledgeable of all firm technology necessary to provide quick responses to client and FA inquiries and also assist in helping train others
• Interact effectively with vendors, clients and associates.
• Processes and follows up on client documentation for proper maintenance of accounts
• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
• Assist with general compliance activities

Skills:

· High ethical standards

· Excellent customer service skills

· Computer skills in Word, Excel, PowerPoint, and Outlook

· Able to work effectively in a fast paced, deadline oriented environment

· Strong attention to detail

· Able to work effectively as part of a team

Job Type: Full-time

Pay: $10.00 - $27.00 per hour

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Olean, NY 14760: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Work Location:

• One location

Work Remotely:

• No

Work Location: One location