Overview
Data Entry Clerk Jobs in Fuquay-Varina, NC at Forever Clean Portable Toilets INC
Administrative Assistant
Step into an instrumental role as an Administrative Assistant with Studio Wealth Advisory Group, a Private Wealth Financial Advisory practice with Ameriprise Financial. This company is built on strong values and principles and strives to uphold the highest levels of integrity, honesty, caring, and thoughtfulness while delivering excellent advice. This role will help to fulfill the company’s mission with a focus on fostering professional relationships with peers and with clients.
The Administrative Assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The Administrative Assistant allows the advisors the assurance they need to know that their practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing client communications and tracking correspondence. This role is responsible for responding to requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, scanning, and maintaining client data and records.
As an Administrative Assistant, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Responsibilities and time allocation – will change over time to meet the needs of the practice and can include other duties.
Schedule client appointments and prepare for meetings
Conduct client meeting confirmation calls and texts
Client check-in calls on follow up items
Greet clients upon arrival and extend hospitality to clients, including food, beverages, as well as additional support needs
Manage the scheduling of meetings and appointments with external partners, such as wholesalers and business partners
Set up and maintain client management system
Work with home office to ensure accurate account setup and resolve issues
Document client contacts/calls
Prepare correspondence for advisor signature
Copy and track all client and practice materials
Write notes or letters to clients on of administrative nature
Review and update client information as needed for client review meetings
Maintain files and records in accordance with the records retention policy
Assist with marketing activities
Assist the advisors and fellow team members
Maintain office supplies and order as appropriate
Utilization of Advisor Texting platform and managing practice email for timely communication with clients
Ensuring up-to-date information on all client preferences in the CRM
Utilizing client preferences to drive a real and engaged client experience
Key Traits:
Strong organizational and computer skills
Direct attention to detail
Effective communication with clients and team members
Effective and efficient time management
High level of interpersonal skills
High level of comprehension
Polite and clear phone manner
Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise
Ability to support and provide guidance for compliance
Positive attitude and sincere willingness to constantly learn and grow
Required experience with Microsoft Word, Excel, Outlook, and Teams (virtual meetings)
Focused on presentation, ensuring that the “first impression” is delightful and positive
Office hours are 8:15-5:00 Monday through Thursday and 8:30-3:00 on Friday. Work week is expected to be 39 hours/week during the above-referenced office hours.
Job Type: Full-time
Pay: $21.00 – $24.00 per hour
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Ability to Commute:
Rockford, IL 61107 (Required)
Work Location: In person
Title: Data Entry Clerk
Company: Forever Clean Portable Toilets INC
Location: Fuquay-Varina, NC
