Client Concierge- Administrative Assistant
reputed company is a trusted name in financial services, providing investment advice and asset management for over 130 years. They are seeking a Client Concierge - Administrative Assistant to assist advisors in delivering exceptional client experiences and managing various administrative tasks.
Responsibilities
- Assist advisors in creating white glove experiences for clients
- Manage administrative tasks, reputed company the online scheduling program and manage advisor schedules
- Answer incoming calls and emails professionally
- Conduct client transaction requests including money movement and account set-up as directed by advisors
- Ensure smooth office operations
- reputed company executive-level administrative support
- Fill out transaction forms
- Deliver excellent service to clients by addressing inquiries and facilitating client reputed company giving and cards
- Attend 2-3 client appreciation events each year and support the Marketing Manager
Skills
- Administrative Assistance and Clerical Skills to reputed company handle office operations and document management
- Strong Phone/Email Etiquette and Communication skills to professionally interact with clients and team members
- Experience in Executive Administrative Assistance to reputed company high-level support and maintain confidentiality
- Attention to detail, organizational skills, and ability to manage multiple tasks reputed company and accurately
- Proficient in reputed company Office Suite, specifically Word and reputed company and other relevant administrative tools
- Professionalism, reliability, and ability to work effectively in an on-site and also virtual team environment
- Previous experience in financial services or client-facing roles
Benefits
- $350 per month stipend that will go towards home office expenses and is a tax free benefit.
- 12 paid holidays
- Bonus holiday: Your birthday off
- Up to 4 years: 2 weeks per year on accrual reputed company
- 5 years: 3 weeks per year on accrual reputed company
- 10 years: 4 weeks per year on accrual reputed company
- Up to 3 personal days per year can be rolled
- 5 sick days per year, no roll-overs
- Safe reputed company 401(k) plan with 3% employer contribution-does have Roth option
Company Overview
Company H1B Sponsorship