Overview
BenefitMall – Sales Administrative Assistant, Contract (Hybrid) Jobs in White Plains, NY at CRC Group
About Us: Strategent Financial, LLC is a leading wealth management firm dedicated to providing personalized financial planning and investment management services. Our team of experienced professionals is committed to helping clients achieve their financial goals through tailored strategies and exceptional service.
Job description:
Position overview:
Harrisonburg wealth management firm seeks a highly professional, organized and customer-focused Administrative Assistant to join our team. Candidates should possess a strong attention to detail, excellent organizational skills, be a good communicator, good with numbers and have strong personal computer skills.
The administrative assistant will fill an important role for this growing wealth management business by supporting the firm in all areas of client service needs, in addition to performing general office administrative tasks. Excellent work environment with flexibility and room for advancement for the right candidate.
Job key responsibilities include:
Provide administrative support to advisors, including data entry, maintaining accurate client records in CRM software, processing transactions, and generating reports.
Assist with general office tasks such as greeting clients professionally, managing schedules, filing, scanning, answering phone calls, and preparing paperwork.
Communicate with clients regarding account updates and service needs, both in writing (primarily via email) and verbally, ensuring a high level of service and professionalism in all interactions.
Prepare and update Word and Excel documents to support client needs and project requirements.
Perform other duties as required, with tasks varying on a day-to-day basis.
Professional Skills & Qualifications:
Strong interpersonal, verbal, and written communication skills, with the ability to engage confidently and professionally with high-net-worth clients while maintaining discretion.
A positive, cooperative attitude and the ability to work effectively within a team.
Capability to manage multiple tasks, prioritize effectively, anticipate needs, solve problems, stay organized, and take initiative.
Ability to handle sensitive client and company information with the highest level of confidentiality, ensuring compliance with industry regulations and company policies.
Capacity to follow detailed instructions, both written and verbal, and apply sound judgment in all tasks.
Experience: Minimum of 2 years of administrative experience, preferably in a financial services or wealth management environment.
Skills:
Strong organizational and multitasking abilities.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Attention to detail and a high level of accuracy.
Ability to handle sensitive information with discretion and confidentiality.
Attributes:
Professional demeanor and appearance.
Positive attitude and strong work ethic.
Ability to work independently and as part of a team.
Job Type: Full-time
Expected hours: 30 – 40 per week
Benefits:
401(k)
Health insurance
Paid time off
Schedule:
Day shift
Monday to Friday
Ability to Commute:
Harrisonburg, VA 22801 (Required)
Ability to Relocate:
Harrisonburg, VA 22801: Relocate before starting work (Required)
Work Location: In person
Title: BenefitMall – Sales Administrative Assistant, Contract (Hybrid)
Company: CRC Group
Location: White Plains, NY
