Provide general office support, administrative support to the branch manager and operations leader and other run the business support activities. Provide administrative support to advisors, which includes check scanning, mail handling, website updates, expense reports, etc. Act as the face of the branch, thus requiring excellent client service skills and professionalism.
Provide general reception and office support; accountable for general office responsibilities. These duties include support to the Branch Manager and Operations Leader, processing invoices and expense reports, supply ordering, prepare reports, provide administrative support to the branch (check scanning, mail handling, etc.), compliance record keeping, etc.
Provide support for marketing, client acquisition events & activities. Assist with logistics marketing and client acquisition events, including venue, RSVPs, supplies, etc. Prepare and submit marketing compliance documentation and marketing wholesaler reimbursement. Website updates.
Associate (2-year) degree or equivalent
1 -3 years Relevant Experience Required
Ability to function in a fast paced environment and maintain operational quality, demonstrated professionalism.
Excellent interpersonal skills to interact effectively with clients during phone calls, emails or in person
Effective written and oral communication skills, strong client service orientation
Ability to handle multiple priorities, strong attention to detail
Proficient with standard software and office equipment