Advance Your Career and Truly Make a Difference. This is an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established, reputable independent advisory and financial services company in Reston, Virginia.
Position Overview:
The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to the firmâs prospects, clients and team members. Position requires employee to perform general administrative services such as handling incoming calls, calendar management, travel arrangements, outgoing mailings and welcoming clients to the office.
Minimum Requirements:
- Not adverse to change
- Ability to learn quickly
- Working knowledge of computers and software
- Highly organized
- Industry knowledge preferred but not required
Job Type:
Fulltime Monday – Friday 9 AM to 5 PM
Responsibilities:
- Answer phone in a friendly, warm manner.
- Receive and track all event RSVPs.
- Mail confirmation letters to prospects with upcoming appointments.
- Respond to advisorâs emails.
- Maintain an organized, compliant and efficient filing system.
- Keep MOD spreadsheet and newsletters up to date and customized.
- Maintain supply list.
- Sort, scan and distribute incoming mail.
- Maintain welcome boards in conference rooms.
- Manage and maintain DRIP program.
- Input prospects and keep database/CRM program up to date.
- Process and follow up on any client service work.
- Greet incoming clients in a professional manner.
- Have beverages and cookies in stock for clients.
- Set appointments and fill revenue days with appointments.
- Call or text clients with appointment reminders.
- Email daily information protocol to advisor at the end of each day.
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