What are the responsibilities and job description for the Administrative Assistant position at LFP CONSULTING?
Job Details
Job Location: Huron Office - Huron, SD
Salary Range: Undisclosed
Summary: Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Administrative Assistant. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required.
Essential Duties and Responsibilities (Additional duties may be assigned):
- Receptionist/Phone work/Handling incoming calls
- Greet Clients
- Schedule meetings & lunches
- Maintain Check & Mail Log, scan checks, documentation
- Correspondence (electronic and physical)
- Assist in basic client service (birthday cards, confirmations, etc.)
- Maintain office supplies and order as appropriate Manage & submit bills
- Data entry as necessary
- Special projects as necessary
- Able to utilize and understand unique tools and processes available
- Manage and resolve client service problems
- Contact corporate office to resolve errors as needed
- Maintain Advisor Calendar and Schedule Client Appointments
- Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts.
- Maintain files and records
- Review and respond to emails as necessary for office or advisor(s) Document client calls
Education and Experience Requirements
- 5 years of customer service experience required
- Advanced skills in Office 365 (Including Outlook, Excel & Word)
- Salesforce/CRM experience preferred
- Financial industry experience preferred
Salary and Benefits
- Excellent salary and benefits package commensurate upon experience and education
- As a full time employee of LFP Consulting, you are eligible for our benefits program, which includes medical, dental, vision, life & disability insurance, 401(k), PTO, holiday pay and more
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