The primary responsibility of this position is to provide administrative support by organizing and ensuring proper completion of all client paperwork, following-up on client service issues, and maintaining files.
Position Requirements: • High school or equivalent - college degree preferred but not required • Previous customer service experience required • Previous office experience required • Excellent computer skills • Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner • Ability to investigate, research, and resolve problems or concerns • Ability to maintain confidentiality • Ability to organize, prioritize, and handle multiple tasks • Ability to pay close attention to detail, work under pressure and meet deadlines • Strong verbal and written communication skills
Job Duties: • Perform general administrative and support functions for the office including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing, and overnight shipping information • Organize, coordinate, and maintain client paperwork • Correspond with clients to complete new accounts, asset transfers, and other forms • Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face • Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed. • Ensure office procedures are followed • Assist with planning of client events • Assist with monthly mailings • Perform other duties and projects as assigned