TalentLink Solutions ยท 1 day ago
Administrative Assistant - Financial Services
St Joseph, MO
Full-time
Onsite
Entry, Mid Level
1+ years expTalentLink Solutions is a boutique, independent financial services firm supporting approximately 200 client households. They are seeking an Administrative Assistant to support their Advisors and clients, ensuring professional client interactions and managing office operations.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Greet and welcome clients in a professional and courteous manner
Answer phone calls, schedule and confirm appointments for multiple individuals
Work closely with the Advisors to ensure they are prepared for client meetings and have all materials and documents needed to be successful
Perform support functions for the office, including maintaining paper and electronic files, preparing recurring and ad hoc correspondence, and running reports
Handle routine matters for clients as directed by Advisors to include processing name and address changes, online access support, etc
Create and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is securely stored; this role will grow into the subject matter expert on this tool ensuring data integrity
Support the data entry of client information into all platforms
Maintain compliance records such as advisor continuing education, gift logs, correspondence logs, etc
Organize team meetings, order lunch, take notes
Assist with marketing initiatives; birthday cards for clients, client gifts, planning workshops and events, supporting social media efforts, and website updates
General office and building management; order supplies, prepare conference room, coordinate with vendors, etc
Performs clerical duties such as filing, scanning, faxing and coffee preparation
In charge of monthly mail outs and will assist with special projects
Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
Assist with other duties and projects, research requests and operational follow-up items as assigned
Qualification
Required
High School Diploma or GED required
1-3 years of proven experience in a professional setting as a receptionist, executive assistant, or administrative assistant required
Excellent organizational and time management skills and strong documentation habits
Exceptional written and verbal communication skills
Strong technology skills and proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM required
High level of professionalism and confidentiality, with a strong attention to detail
Highly organized and adaptable, with the ability to multitask and shift between responsibilities throughout the day
Superior phone skills; friendly and helpful in all interactions on the phone
Ability to prioritize and solve problems while maintaining composure and focus
Preferred
Bachelor's degree in business administration, finance, or a related field
5+ years of proven experience in a professional setting as a receptionist, executive assistant, or administrative assistant
Industry specific software experience including NetX360, Albridge, Redtail
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
Company data provided by crunchbase