Executive Assistant

85382 - Peoria

15 Jun 2021

85382 - Peoria

Administrative

Full Time

1

5 years

Must have experience in financial industry

GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES
The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients and prospects. Position requires employee to perform general administrative services such as incoming calls, calendar management, travel arrangements, outgoing mailings, and welcoming clients to the office. This position also handles industry specific tasks such as application submission and follow-up, client service work including beneficiary changes/withdrawals, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications. The position also requires someone that has the ability to multitask, pivot on the spot and willing to perform task outside of their assigned role to assist in all departments.  


Knowledge, Skills & Abilities

  • Proficient phone skills
  • Command of the English language and grammar
  • Experience working in a fast-paced environment
  • Ability to prioritize projects and manage time
  • Attention to detail
  • Working knowledge of computers and software
  • Ability to multi-task

Minimum Requirements

  • Specific software knowledge (database, MS Office Suite)
  • Industry and compliance knowledge
  • Experience scheduling (Calendly)
  • Experience using a CRM system
  • Strong work ethic
  • Flexible
  • Self-Starter
  • High level of interpersonal skills
  • Customer service oriented
  • Professional appearance is a must!