Overview
Administrative Assistant Jobs in Geismar, LA at Great River Industries
Duties and Responsibilities:
Assist team with new and ongoing data and document maintenance in our Client Relationship Management (CRM) and Document Management Systems (DMS)
Receive, review, and process incoming mail, sending to appropriate team members
Compile, scan and organize incoming data and documents
Send outgoing mail, with heavy assistance during tax and holiday seasons
Maintain CRM data
Client Meeting Preparation
Ensure all communication is “client ready” – Consistent, correct spelling and grammar, professional appearance, logically organized, etc.
Use print and binding machine to compile and bind meeting materials
Room setup and breakdown – including Audio/Visual equipment setup
Order any food; handle delivery, setup, and clean up
Webinar/Seminar registration
Client Service Support
Assist the Client Service Associates with enhancing the client experience – packaging client gifts, coordinating birthday cards, etc.
Coordinate with team to track receipt of various paperwork for client signature
Offer in-office support for remote team members
Performs reception duties as needed
Develops proficiencies in technology platforms to troubleshoot and offer support
Special projects and other duties as assigned
Minimum Position Requirements:
2-3 years of office administrative experience preferred
Strong initiative, interpersonal, organizational and communication skills
Extensive background using Windows and Microsoft based products
Ability to maintain extreme confidentiality in dealing with client matters
Desire to work in a rapidly growing business with an extremely high degree of customer service expectations
Must consent to and have favorable consumer report and background check
Other Essential Candidate Traits:
Ability to be proactive and anticipate issues; works quickly and proactively to solve them
Willingness to learn, expand responsibility
Experience with Salesforce or other CRM system a plus
General knowledge and understanding of private client/personal financial services industry preferred
Familiarization with entity structures (trusts, partnerships, corporations, etc.)
NO AGENCIES PLEASE
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant’s resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer
Title: Administrative Assistant
Company: Great River Industries
Location: Geismar, LA
