Administrative Associate

EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES • Iona, FL

13d • Onsite

About The Position

JOB OVERVIEW The Administrative Associate is a support role that ensures the daily operations of the office run smoothly and efficiently. Works to assist the Client Services department with client and vendor communications, as well as other employees across multiple departments to exchange information and documents related to client accounts and investments.

Requirements

• Minimum 1 year of experience in office administration or related field preferred
• High school diploma or equivalent required; Associate degree or higher preferred
• Requires a high level of professionalism and confidentiality
• Basic to intermediate level proficiency in Microsoft Office products (Excel, Word, Outlook)
• Intermediate 10-key skills
• Ability to type at least 45+ WPM preferred

Nice To Haves

• Associate degree or higher preferred
• Minimum 1 year of experience in office administration or related field preferred
• Ability to type at least 45+ WPM preferred

Responsibilities

• Utilizes CRM system to efficiently manage a high volume of client correspondence (voicemail, email, fax, and mail)
• Monitors inbox/secure uploads/faxes and respond to or properly re-assign all general inquiries in a timely manner
• Greets and assists clients, in-person and over the phone, with general questions regarding account maintenance (updating information – contact, beneficiary, billing, online access, and verbal authorization for financial transactions)
• Answers assigned queue calls during designated hours, as scheduled
• Learns and communicates IRS rules and regulations related to IRAs
• Prepares monthly, quarterly and annual notices for clients and vendors
• Assists with special projects as assigned
• Performs other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED