Client Concierge- Administrative Assistant

reputed company is a trusted name in financial services, providing investment advice and asset management for over 130 years. They are seeking a Client Concierge - Administrative Assistant to assist advisors in delivering exceptional client experiences and managing various administrative tasks.

Responsibilities

• Assist advisors in creating white glove experiences for clients
• Manage administrative tasks, reputed company the online scheduling program and manage advisor schedules
• Answer incoming calls and emails professionally
• Conduct client transaction requests including money movement and account set-up as directed by advisors
• Ensure smooth office operations
• Provide executive-level administrative support
• Fill out transaction forms
• Deliver excellent service to clients by addressing inquiries and facilitating client reputed company giving and cards
• Attend 2-3 client appreciation events each year and support the Marketing Manager

Skills

• Administrative Assistance and Clerical Skills to reputed company handle office operations and document management
• Strong Phone/Email Etiquette and Communication skills to professionally interact with clients and team members
• Experience in Executive Administrative Assistance to provide high-level support and maintain confidentiality
• Attention to detail, organizational skills, and ability to manage multiple tasks reputed company and accurately
• Proficient in reputed company Office Suite, specifically Word and reputed company and other relevant administrative tools
• Professionalism, reliability, and ability to work effectively in an on-site and also virtual team environment
• Previous experience in financial services or client-facing roles

Benefits

• $350 per month stipend that will go towards home office expenses and is a tax free benefit.
• 12 paid holidays
• Bonus holiday: Your birthday off
• Up to 4 years: 2 weeks per year on accrual basis
• 5 years: 3 weeks per year on accrual basis
• 10 years: 4 weeks per year on accrual basis
• Up to 3 personal days per year can be rolled
• 5 sick days per year, no roll-overs
• Safe reputed company 401(k) plan with 3% employer contribution-does have Roth option

Company Overview

Company H1B Sponsorship