Financial Secretary

Job Summary
We're looking for a Financial Services Client Support Specialist to play a crucial role in managing the daily request and requirements for clients in our financial operation. This position involves maintaining accurate clients records, assisting with service requests, and providing administrative support to ensure smooth office operations. The ideal candidate will possess strong organizational skills, attention to detail, and proficiency in various office software.

Duties

• . Be able to multi-task to help two advisors and clients with routine tasks
• Answer client questions and assist with service forms
• Perform data entry tasks accurately and efficiently.
• Manage phone calls and respond to client inquiries in a professional manner.
• Provide clerical support such as filing, scheduling appointments, and managing correspondence.
• Support the office team with various administrative tasks as needed.
• Collaborate with other staff to ensure accurate documentation or workflow.

Requirements

• Proven experience as a Financial Secretary or similar role is preferred.
• Strong organizational skills with the ability to manage multiple tasks effectively.
• Proficiency in computer literacy, including Microsoft Office Suite,
• Experience in customer service
• Excellent data entry skills with attention to detail.
• Familiarity with phone systems and clerical duties is essential.
• Ability to work independently and as part of a team in a fast-paced environment.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• Paid time off

Schedule:

• 8 hour shift

Education:

• High school or equivalent (Required)

Experience:

• Financial services: 1 year (Required)
• Customer service: 2 years (Required)

Language:

• English (Required)

Ability to Commute:

• Cherry Hill, NJ 08034 (Required)

Ability to Relocate:

• Cherry Hill, NJ 08034: Relocate before starting work (Required)

Work Location: In person

Salary : $50,000