Chesapeake Financial Strategies LLC
Administrative Assistant
Chesapeake Financial Strategies LLC, Greenbelt, Maryland, us, 20771
A well-established investment firm in
Greenbelt, MD
is seeking a qualified professional to join the team in the important role of
part-time
Administrative Assistant
(21-24 hours per week).This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient and highly professional manner.Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.Responsibilities:Frequent client contact by phone and emailAssist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documentsSchedule and confirm client appointments by email and phoneDocument client interactions via Redtail CRM, follow up on client meetingsMonitor incoming and outgoing mail, photocopying, scanning, filing and data entryPrepare and submit client paperwork and financial transactions accuratelyPrepare and process paperwork for new business accurately, includes paperwork for mutual funds, annuities and life insurance productsRespond to and correct paperwork not in good orderInform financial advisor of client issues of significant concernStay apprised on industry and company rules and regulationsAttend branch operations meetings and sales assistant conferencesOther projects and tasks as assignedSkills Required:Ability to develop strong client relationshipsExcellent oral and written communication skillsAbility to work independentlyProblem solver, critical thinker and creative skillsAbility to anticipate client and advisor needsCapable of working under deadlinesAbility to do research to answer questionsQuick and accurate typingNeat and legible handwriting for written paperwork and note-takingTechnology Used:Redtail CRM, Albridge, Docupace, Morningstar, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)Various investment and insurance company websites
Greenbelt, MD
is seeking a qualified professional to join the team in the important role of
part-time
Administrative Assistant
(21-24 hours per week).This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient and highly professional manner.Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.Responsibilities:Frequent client contact by phone and emailAssist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documentsSchedule and confirm client appointments by email and phoneDocument client interactions via Redtail CRM, follow up on client meetingsMonitor incoming and outgoing mail, photocopying, scanning, filing and data entryPrepare and submit client paperwork and financial transactions accuratelyPrepare and process paperwork for new business accurately, includes paperwork for mutual funds, annuities and life insurance productsRespond to and correct paperwork not in good orderInform financial advisor of client issues of significant concernStay apprised on industry and company rules and regulationsAttend branch operations meetings and sales assistant conferencesOther projects and tasks as assignedSkills Required:Ability to develop strong client relationshipsExcellent oral and written communication skillsAbility to work independentlyProblem solver, critical thinker and creative skillsAbility to anticipate client and advisor needsCapable of working under deadlinesAbility to do research to answer questionsQuick and accurate typingNeat and legible handwriting for written paperwork and note-takingTechnology Used:Redtail CRM, Albridge, Docupace, Morningstar, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)Various investment and insurance company websites