Overview
Branch Office Administrator Jobs in Garden City, NY at NettWorth Financial Group
Full Job Description
Job Description
Job Title: Financial Administrative Assistant
Reports To: Financial Professional
Job Status: Part-time to Full-time (9 AM- 3 PM M-F)
Location: Remote/On-site
Job Summary
The Administrative Assistant (“AA”) will work closely with the Financial Professional (FP) and Client Service Manager (“CSM”) to build strong relationships with existing clients and assist with various office tasks. The goals are to deliver a high-quality client experience, retain assets and help in running a productive, efficient office. The ideal candidate will be client service orientated, have experience in the financial services industry and be able to manage a process. The AA will also be responsible for office administrative support, maintaining databases of current clients, calendar management, and other tasks deemed necessary by the Financial Professional.
Essential Duties and Responsibilities:
Manage multiple client relationships simultaneously
Prepare appointment material for the FP and CSM which includes generating reports from various systems.
Calendar management for scheduling meetings, conference calls; appointment confirmations and appointment materials
Populate and maintain accurate client information in proprietary systems
Assist with the CRM management which includes clients information, client appointment notes, workflows, and database lists
Assist with the new client onboarding process which includes opening accounts, managing client paperwork, both in person and via Docusign, and maintain communication with the client about the status of accounts.
Assist with branch compliance procedures such as maintaining blotters
Answering incoming office calls and document any requests made by clients
Type and design general written and electronic correspondence
Provide general office support (answering phones, photocopying, faxing, filing, creating documents, etc.).
Process incoming and outgoing mail, including checks, tax forms and scanning to client folder and check log; logging in CRM
Perform other duties as assigned
Required Skills
Understanding and proficiency in regard to customer relationships, customer service, data entry, confidentiality, problem resolution and MS Office products such as Word, Excel, Outlook and PowerPoint
Experience with CRMs, Redtail experience preferred
Experience with virtual meeting applications such as GoTo Meeting/Webinar and Zoom
Excellent oral and written communication skills
Energetic and outgoing personality with great interpersonal skills
Excellent organizational, time management and multi-tasking skills
Organized, meticulous, detail-oriented and able to multitask
Ability to work independently and under pressure in a fast-paced environment
Professional attitude, demeanor, and appearance
Education and Experience
High school diploma required; bachelor’s degree preferred.
Client service/relationship management experience required.
Experience in the financial services industry is preferred.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and NettWorth Financial Group are not affiliated.
Job Types: Full-time, Part-time
Pay: $20.00 – $26.00 per hour
Expected hours: 25 – 35 per week
Benefits:
401(k)
Paid time off
Schedule:
…
Title: Branch Office Administrator
Company: NettWorth Financial Group
Location: Garden City, NY
Category:
