Durango - Admin Assistant to Financial Advisor at Bank of Colorado
Assistant is responsible for a broad range of activities, including administrative support and client service support. Assists in client management, tracks and follows up on appointments, monitors alerts and takes appropriate action to resolve any issues. Handles changes in client's accounts; assists in presentations, and client communication. Oversee and manage all service operations to enhance client service delivery to improve client satisfaction while following strict compliance policies and procedures. Build and maintain relationships with clients and other centers of influence to ensure a coordinated approach to client services.
Candidate must have strong communication skills, knowledge of word processing and spreadsheet software, and knowledge of operations, policies and procedures. Candidate must be professional and proactive and take ownership of their responsibilities with a strong sense of efficiency. Someone who enjoys helping clients. Must be able to maintain a high level of confidentiality, pay close attention to detail and work within strict time constraints. College graduate preferred.1-3 years of experience preferred.