Overview
Administrative Specialist Jobs in San Francisco, CA at Tenderloin Community Benefit District
Job Overview
The Office Administrative Assistant specializes in client service and supporting the financial advisor as they focus on their practice and client relationships. The Office Administrative Assistant also ensures the continuation of an efficient, effective, and organized office. This individual is a liaison between the network office and home office as well as the financial advisor and clients. Specific responsibilities may include but are not limited to:
Responsibilities
Handle case notes, process correspondence, and maintain client case files.
File statements, account forms, and other insurance/investment-related materials
Maintain financial advisor’s calendar and schedule follow-up appointments.
Answer and direct telephone calls, as appropriate
Maintain supplies of current insurance/ investment-related marketing materials
Input data, print proposals, and gather information at direction of financial representative in preparation for client/prospect meeting
Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
Prepare/print letters of instruction for client signature
Support
Handle case notes, process correspondence, and maintain client case files.
File statements, account forms, and other insurance/investment-related materials
Maintain financial representative’s calendar and schedule follow-up appointments.
Answer and direct telephone calls, as appropriate
Maintain supplies of current insurance/ investment-related marketing materials
Input data, print proposals, and gather information at direction of financial representative in preparation for client/prospect meeting
Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
Prepare/print letters of instruction for client signature
Prepare policies for delivery
Qualifications
Bachelor’s Degree preferred but not required
Financial Service or Insurance industry experience preferred
Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
Excellent oral and written communication skills
Familiarity with Microsoft applications and data entry and information retrieval software
Demonstrated organizational and time management skills, set priorities, and meet deadlines
Strong attention to detail with the ability to work with a high degree of accuracy
Ability to proactively identify what needs to be accomplished and take action as appropriate
Has interest in learning and growing on a continuous basis
Ability to embrace change and work in a fast-paced environment
Ability to work both independently and in a team
Ability to maintain confidentiality
Job Type: Full-time
Pay: $17.00 – $23.00 per hour
Benefits:
401(k)
Life insurance
Paid time off
Schedule:
Monday to Friday
Experience:
Financial concepts: 1 year (Preferred)
Ability to Commute:
Appleton, WI 54913 (Preferred)
Ability to Relocate:
Appleton, WI 54913: Relocate before starting work (Preferred)
Work Location: In person
Title: Administrative Specialist
Company: Tenderloin Community Benefit District
Location: San Francisco, CA
