What are the responsibilities and job description for the Service Associate position at Intrua Financial, LLC?
Description
Intrua Financial, an affiliate of Larson Financial Holdings, LLC located in Houston, Tx, is seeking an experienced, positive customer service-oriented person to fill the Service Associate position. The Service Associate is responsible for assisting the Firm Partners and Client Service Associates with account set up and maintenance, meeting preparation and projects.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily.
• Prepare client paperwork for meetings in accordance with workflows.
• Prepare general ongoing account maintenance for clients.
• Assist with client inquires and request as needed.
• Provide back-up support for receptionist and other assistants.
• Check emails and respond as necessary.
• File client paperwork, forms, statements, information, notes
• Prepare and send client correspondence
• Prepare client paperwork for meetings in accordance with workflows.
• Provide general administrative support for advisors in office
• Maintain CRM system for phone calls and clients.
• Scan paperwork into imaging system as needed
• Other responsibilities as assigned.
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork.
Requirements
KNOWLEDGE, SKILLS, AND/OR ABILITIES:
• Must be able to perform duties accurately and timely.
• Must be proficient with Microsoft Outlook, Word, and Excel. Must have basic knowledge of Power Point.
• Must be able to read, analyze and reconcile trading reports.
• Must become proficient with the use of clearing firm, vendor(s), and internal programs and software within 30 days of hire.
• Must possess good analytical skills, problem solving skills and good communication skills, both verbal and written
• Must have good attention to detail.
• May be required to work overtime, as necessary.
SUPERVISORY RESPONSIBLITIES: No.
EDUCATION AND/OR EXPERIENCE: High School diploma required.
CERTIFICATES, LICENSES, REGISTRATION: None but industry experience preferred.
PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Sitting and utilizing a computer for long periods of time.
• Standing, walking, talking, hearing, sitting, reaching, grasping, pushing, and pulling.
WORKING CONDITIONS: Climate controlled office environment.