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Ffw - Wabash, IN

posted 2 months ago

Full-time
Wabash, IN
Professional, Scientific, and Technical Services

About the position

The position involves providing administrative support to financial advisors by managing client information, processing account applications, and ensuring high-quality client service. The role requires collaboration with multiple advisors and other executive assistants to maintain efficient operations and schedules.

Responsibilities

  • Handle and enter confidential client information
  • Process new account applications
  • Process supplemental forms and client investment account requests
  • Manage client requests
  • Provide client service/account maintenance
  • Receive and prioritize directives from multiple advisors
  • Manage schedules and meetings for 3-4 financial advisors
  • Collaborate with other Executive Assistants professionally

Requirements

  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office suite
  • Ability to prioritize and meet daily deadlines
  • Proactive problem-solving nature
  • Strong aptitude for learning and utilizing new technology (5+ systems/apps daily)
  • Positive attitude
  • Works well with a team
  • Strong organization and multitasking abilities
  • Self-starter mentality
  • Strong follow-up skills
  • Office administrative or client relationship experience
  • Customer service experience
  • College degree preferred but not required
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