Executive Administrative & Finance Assistant Job at Balance Staffing - Salinas i

Executive Administrative & Finance Assistant

Type of Role: (Contract to Hire)

Shift / Hours: Monday - Friday 8am - 5pm

Location: Carmel, CA

Hourly Range: $30 - $35/Hour

• Administer all areas of the client process including but not limited to:
• Prepare, organize, coordinate, and maintain client paperwork
• Assist with vendor communication including package delivery and preparing outgoing mail items
• Record notes from appointments, assign tasks, record opportunities, and assist in creating a follow-up plan
• Process changes to any address, phone, email and bank information
• Generate account paperwork including statements
• Process client withdraw, wire and check requests, ensuring any relevant comments are documented appropriately
• Research and resolve client service problems for errors as needed
• Process and record all transactions on appropriate logs
• Set up client files and obtain necessary information
• Communicate necessary follow up with Financial Advisors and clients
• Update and maintain client management system
• Support ongoing efforts for growth with new clients and continuous interaction with current clientele to provide an excellent client experience
• Maintain a clean and orderly office environment
• Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner

Skills Required

Understanding and proficiency are required in regards to customer relationships, customer service, data entry, confidentiality, problem resolution and MS Office products such as Word, Excel, Outlook, CRM, and QuickBooks Online.

Education and Experience

• Associates degree or equivalent from two-year college or technical school; or one to two years related experience and/or training; or equivalent combination of education and experience.
• Customer Service Experience required.
• Experience in the financial services industry and/or administrative support is preferred.