"Alerted.org

Essential Duties and Responsibilities

+ Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

+ Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

+ Open new client accounts, process money movement, and research information as needed

+ Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion

+ Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor

+ Create and maintain records and files utilizing Client Relationship Management (CRM) software

+ Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures

+ Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

+ Company’s working structure, policies, mission, and strategies

+ General office practices, procedures, and methods

+ Basic investment concepts, practices and procedures used in the securities industry

+ Financial markets, products and industry regulations

Skill in

+ Client Relationship Management (CRM) software

+ Microsoft Office

+ Effective communication (in-person, virtual, phone and mail)

Ability to

+ Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

+ Analyze and research account information

+ Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

+ Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

+ Provide a high level of customer service in a calm and professional manner

+ Use mathematics sufficient to process account and transaction information

+ Use appropriate interpersonal styles and communicate effectively

+ Work both independently and as part of a team

+ Provide a high level of customer service

+ Proactively anticipate client needs and strengthen relationships.