Ability to+ Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases+ Analyze and research account information+ Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment+ Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns+ Provide a high level of customer service in a calm and professional manner+ Use mathematics sufficient to process account and transaction information+ Use appropriate interpersonal styles and communicate effectively+ Work both independently and as part of a team+ Provide a high level of customer service
Skill in+ Client Relationship Management (CRM) software+ Microsoft Office+ Effective communication (in-person, virtual, phone and mail)
Essential Duties and Responsibilities+ Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients+ Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office+ Open new client accounts, process money movement, and research information as needed+ Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion+ Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor+ Create and maintain records and files utilizing Client Relationship Management (CRM) software+ Assist with compliance documentation and recordkeeping+ Coordinate mailings and gifting+ Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures+ Performs other duties and responsibilities as assigned
Knowledge of+ Company's working structure, policies, mission, and strategies+ General office practices, procedures, and methods+ Basic investment concepts, practices and procedures used in the securities industry+ Financial markets, products and industry regulations

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