Administrative Assistant/Receptionist - Montz Harcus Wealth Management

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks.

Responsibilities

Answer multi-line phone system
Handle and coordinate active calendars
Schedule and confirm meetings
Ensure file organization based on office protocol
Compile and enter client account data, details, and tasks in CRM
Manage and resolve client service problems
Assist advisors and clients accurately and efficiently with account paperwork
Serve as quality control point to ascertain that all paperwork, policies, and procedures for customer requests have been adhered to in accordance with all compliance requirements
Support with any administrative tasks, as directed
Additional projects and tasks as assigned.

Qualifications

Strong interpersonal, customer service and communication skills
Ability to handle stress and prioritize multiple tasks
Proficient in Microsoft Office suite
Excellent attitude and client service orientation
Ethical, honest, high level of integrity and confidentiality
A genuine interest and commitment in serving and caring for other people
Strong attention to detail with extreme accuracy and high-quality work
High energy level and comfortable performing multi-faceted projects independently
Flexible and adaptable must respond well to ongoing changes of a growing and evolving business and wants to be challenged
Excellent organizational, time management and problem-solving skills

Salary and Benefits

Montz Harcus Wealth Management

05/12/2024

New Orleans,LA