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Executive Assistant
Location:
Boise, ID
Description:
Executive Assistant for Financial AdvisorAre you ready to join a team that is dedicated to helping clients achieve their financial goals in Boise, ID? Boise Retirement Coach is seeking an Executive Assistant for a Financial Advisor. In this role, you will play a pivotal part in supporting the advisor to provide top-notch service to our clients. Your organizational skills and attention to detail will be key in managing administrative tasks efficiently. With a competitive hourly salary of $20 - $23, you'll have the opportunity to grow and develop in a dynamic financial advisory firm. Come be a part of a team that values professionalism, excellence, and client satisfaction. Apply today and embark on a rewarding career journey with us. Responsibilities: Administer all areas of the client process including but not limited to: • Schedule and confirm client appointments via phone and email• Welcome clients and guests in a professional manner• Answer and direct incoming communications and visitors both in person and via a multi-line phone system• Prepare, organize, coordinate, and maintain client paperwork• Assist with vendor communication including package delivery and preparing outgoing mail items• Record notes from appointments, assign tasks, record opportunities, and assist in creating a follow-up plan• Process changes to any address, phone, email, and bank information• Review applications, beneficiary forms, and other change requests for accuracy and completeness• Generate account paperwork including statements• Process client withdrawal, wire, and check requests, ensuring any relevant comments are documented appropriately• Research and resolve client service problems for errors as needed• Process and record all transactions on appropriate logs• Set up client files and obtain necessary information• Communicate necessary follow-up with clients• Update and maintain relationship management system• Assist in planning and coordinating client events• Preparing client reports (Morningstar Albridge)• Support ongoing efforts for growth with new clients and continuous interaction with current clientele to provide an excellent client experience• Maintain a clean and orderly office environment• Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner• Obtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resources• Other duties as assigned Qualifications:• 2+ years of experience as an executive assistant• Proficient in Microsoft Office suite• Strong skills in using spreadsheets• Part-time position, approximately 25 hours• Demonstrated ability to manage multiple tasks and priorities efficiently Compensation: $20 - $23 hourly About Company: Our office works with a wide range of individuals and couples preparing for retirement. We help answer the pressing question 'How much do I need to retire?' We develop a roadmap to prepare for retirement, transition into retirement and address aging issues. We have a holistic approach in addressing the emotional, physical, spiritual and financial aspects of retirement. There can be a number of moving parts to transition into retirement. Our office co-ordinates the process, often assisting with the paperwork. We facilitate the transition. We are the cheerleaders as people explore new adventures in retirement; find their passion in volunteering and renewing relationships and spending more time with family.
Company:
Boise Retirement Coach
Posted:
April 22 on WizeHire
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More About this Listing: Executive Assistant
Executive Assistant is a Clerical Executive Assistant Job at Boise Retirement Coach located in Boise ID. Find other listings like Executive Assistant by searching Oodle for Clerical Executive Assistant Jobs.
Executive Assistant is a Clerical Executive Assistant Job at Boise Retirement Coach located in Boise ID. Find other listings like Executive Assistant by searching Oodle for Clerical Executive Assistant Jobs.