We are in search of a Financial Administrative Assistant to join our team based in Brentwood, Tennessee. The selected candidate will be vital in providing administrative and operational support within our financial sector. This role will involve managing client communication, handling securities applications, and contributing to the success of our financial advisors and administrative team.
Responsibilities:
• Handle the processing of paperwork related to financial planning and securities applications
• Manage client communication regarding account inquiries, including initiating online transactions
• Use Microsoft Suite and MoneyTree financial planning software to maintain smooth workflows and generate accurate reports
• Ensure all workshop packets are compiled and all materials are accurate and well-organized
• Provide backup support across the office by answering phones as needed
• Coordinate with asset vendors and security tools to meet client needs efficiently
• Act as a key player in administrative functions, assisting advisors with financial planning
• Utilize skills in customer service, data entry, and email correspondence to maintain efficient administrative operations
• Schedule appointments and maintain records using Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, and Microsoft Word
• Utilize knowledge of banking industry and security concepts to effectively perform duties.
Responsibilities:
• Handle the processing of paperwork related to financial planning and securities applications
• Manage client communication regarding account inquiries, including initiating online transactions
• Use Microsoft Suite and MoneyTree financial planning software to maintain smooth workflows and generate accurate reports
• Ensure all workshop packets are compiled and all materials are accurate and well-organized
• Provide backup support across the office by answering phones as needed
• Coordinate with asset vendors and security tools to meet client needs efficiently
• Act as a key player in administrative functions, assisting advisors with financial planning
• Utilize skills in customer service, data entry, and email correspondence to maintain efficient administrative operations
• Schedule appointments and maintain records using Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, and Microsoft Word
• Utilize knowledge of banking industry and security concepts to effectively perform duties.
• Proficiency in answering inbound calls and providing top-notch customer service
• Expertise in data entry tasks with high accuracy and attention to detail
• Strong skills in email correspondence, maintaining professionalism and prompt responses
• Proficient in using Microsoft Office Suite including Excel, Outlook, PowerPoint, and Word
• Demonstrated ability to schedule appointments effectively and efficiently
• Knowledge and understanding of the banking industry
• Familiarity with basic security concepts relevant to the financial sector
• Excellent organizational skills and ability to multitask
• Strong written and verbal communication skills
• Ability to work independently and collaboratively within a team
• Previous experience in a similar role in the financial sector is preferred
• Expertise in data entry tasks with high accuracy and attention to detail
• Strong skills in email correspondence, maintaining professionalism and prompt responses
• Proficient in using Microsoft Office Suite including Excel, Outlook, PowerPoint, and Word
• Demonstrated ability to schedule appointments effectively and efficiently
• Knowledge and understanding of the banking industry
• Familiarity with basic security concepts relevant to the financial sector
• Excellent organizational skills and ability to multitask
• Strong written and verbal communication skills
• Ability to work independently and collaboratively within a team
• Previous experience in a similar role in the financial sector is preferred