Client Service & Administrative Coordinator

Legacy Financial Partners; Rapid City (SD); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Comprehensive Benefits Package

Education Reimbursement

Team-focused culture

Job summary

Legacy Financial Partners is seeking a highly professional Administrative Assistant to support a busy office in Rapid City, SD. You will handle general administrative duties, maintain client files, coordinate communications, and assist with marketing events for the local advisor.

The ideal candidate has strong phone and computer skills, customer service experience, and an ability to manage multiple tasks with discretion and efficiency.

Qualifications

• Previous customer service experience
• Previous office experience
• Ability to communicate with co-workers, customers and business contacts in a courteous and professional manner
• Ability to investigate, research and resolve problems or concerns
• Ability to maintain confidentiality
• Ability to make rule-based and analytical decisions
• Ability to organize, prioritize and handle multiple tasks
• Ability to pay close attention to detail, work under pressure and meet deadlines
• Ability to take complete and accurate notes
• Ability to operate various office equipment including PC, fax machine, copier, etc.
• Ability to utilize various software packages such as Microsoft Office & Outlook
• Ability to use internet browsers
• Excellent communication skills

Responsibilities

• Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents
• Organize, coordinate, and maintain all client paperwork
• Correspond with clients to complete new accounts, asset transfers, and other forms
• Coordinate and lead marketing events for local financial advisor
• Monthly advertising and compliance submission
• Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face
• Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed
• Ensure office procedures are followed
• Record all transactions on appropriate logs
• Set up files correctly and obtain necessary information
• Other duties and tasks as needed

Skills

Customer service

Office experience

Communication

Attention to detail

Multitasking

Professional demeanor

Tools

Microsoft Office

Outlook

Job description

Legacy Financial Partners is seeking a highly professional Administrative Assistant to support a busy office in Rapid City, SD. You will handle general administrative duties, maintain client files, coordinate communications, and assist with marketing events for the local advisor.

The ideal candidate has strong phone and computer skills, customer service experience, and an ability to manage multiple tasks with discretion and efficiency.