Location: 1205 Cass Street, Wabash, IN, 46992, United States
Other Compensation: Pay Based on skills and experience, with full insurance package including dental and vision, 401(k) with company match, paid holidays, parental bonding leave, etc.
Required Degree: High school
Manage Others: No
Description
Responsibilities:
Requirements
Skills:
Summary
Overview: We are seeking a Client Relationship Manager/Executive Assistant to support a team of financial advisors. This individual will assist with day-to-day interactions with our extensive client base. This position will showcase our high-quality environment, which consistently delivers an exceptional client experience.
Other Compensation: Pay Based on skills and experience, with full insurance package including dental and vision, 401(k) with company match, paid holidays, parental bonding leave, etc.
Required Degree: High school
Manage Others: No
Description
Responsibilities:
- Handle and enter confidential client information
- Process new account applications
- Process supplemental forms and client investment account requests
- Manage client requests
- Provide client service/account maintenance
- Receive and prioritize directives from multiple advisors
- Manage schedules and meetings for 3-4 financial advisors
- Collaborate with other Executive Assistants professionally
Requirements
Skills:
- Excellent verbal and written communication skills
- Proficient in Microsoft Office suite
- Ability to prioritize and meet daily deadlines
- Proactive problem-solving nature
- Strong aptitude for learning and utilizing new technology (5+ systems/apps daily)
- Positive attitude
- Works well with a team
- Strong organization and multitasking abilities
- Self-starter mentality
- Strong follow-up skills
- Office administrative or client relationship experience
- Customer service experience
- College degree preferred but not required
- Familiarity with financial services terminology and account management
- Be able to lift &/or carry up to 25 lbs. Be able to sit or stand for extended periods of time.
- Be able to sit or stand for extended periods of time.
Summary
Overview: We are seeking a Client Relationship Manager/Executive Assistant to support a team of financial advisors. This individual will assist with day-to-day interactions with our extensive client base. This position will showcase our high-quality environment, which consistently delivers an exceptional client experience.
