Office/Administrative/Clerical

Southfield, MI | Administrative-Customer Service

Post Date: 05/11/2017 Industry: Customer Service

Essential Duties and Responsibilities:

  • Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries. 
  • Researches client and security information through the back office system. 
  • Processes and follows up on client documentation for proper maintenance of accounts. 
  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients. 
  • Creates and maintains records and files. 
  • Ensures required client paperwork is current with firm and industry requirements, rules and regulations. 
  • Maintains databases and creates reports using portfolio software programs. 
  • Assists Financial Advisors with marketing efforts including seminars, etc. 
  • Receives and processes securities. 
  • Receives cross-training and assists with other operational functions as required. 
  • Performs other duties and responsibilities as assigned.

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Knowledge of:

  • Company’s working structure, policies, mission, and strategies.
  • General office practices, procedures, and methods.

Skill in:

  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. 
  • Analyzing to be able to research account information.

Ability to:

  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. 
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. 
  • Use mathematics sufficient to process account and transaction information. 
  • Work independently. 
  • Provide a high level of customer service.

Minimum of High School Diploma/GED Completed


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