Administrative Assistant - Chesapeake Financial Strategies

Job Details

A well-established investment firm in Greenbelt, MD is seeking a qualified professional to join the team in the important role of part-time Administrative Assistant (21-24 hours per week).

This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient and highly professional manner.

Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.

Responsibilities:

Frequent client contact by phone and email
Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents
Schedule and confirm client appointments by email and phone
Document client interactions via Redtail CRM, follow up on client meetings
Monitor incoming and outgoing mail, photocopying, scanning, filing and data entry
Prepare and submit client paperwork and financial transactions accurately
Prepare and process paperwork for new business accurately, includes paperwork for mutual funds, annuities and life insurance products
Respond to and correct paperwork not in good order
Inform financial advisor of client issues of significant concern
Stay apprised on industry and company rules and regulations
Attend branch operations meetings and sales assistant conferences
Other projects and tasks as assigned

Skills Required:

Ability to develop strong client relationships
Excellent oral and written communication skills
Ability to work independently
Problem solver, critical thinker and creative skills
Ability to anticipate client and advisor needs
Capable of working under deadlines
Ability to do research to answer questions
Quick and accurate typing
Neat and legible handwriting for written paperwork and note-taking

Technology Used:

Redtail CRM, Albridge, Docupace, Morningstar, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
Various investment and insurance company websites

Chesapeake Financial Strategies

04/18/2024

Greenbelt,MD