Find & Apply For Office / Administrative Assistant Jobs in Shalimar, Florida

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Position Overview:

The Administrative Assistant will play a vital role supporting our Financial Advisors who work with clients to achieve their financial goals. This role is critical to ensuring all clients feel welcome and receive exceptional service in all interactions with the firm. You will collaborate with Advisors, Home Office personnel and business partners to fulfill client requests. As a key member of our local support staff team, you will: Promote a consistently exceptional client experience Schedule and confirm client appointments, and prepare all required paperwork/workflows Submit required forms and follow up with appropriate business partners/internal departments to ensure the request is completed Assist in problem resolution and act as the Advisor liaison with various business partners as well as the Home Office Maintain Advisor sales and commissions records as needed Work with the district and office to maintain a marketing events calendar and plan, and assist with marketing events as needed Manage office communications, Advisor business tracking, and record keeping requirements for compliance purpose

Job Duties:

1. answer customer or public inquiries 2. communicate visually or verbally 3. conduct or attend staff meetings 4. consult with customers concerning needs 5. evaluate importance of incoming telephone calls 6. examine files or documents to obtain information 7. file or retrieve paper documents and related materials 8. greet customers, guests, visitors, or passengers 9. investigate customer complaints 10. maintain records, reports, or files 11. maintain relationships with clients 12. obtain information from clients, customers, or patients 13. obtain information from individuals 14. oversee execution of organizational or program policies 15. plan or organize work 16. provide customer service 17. record client's personal data 18. schedule meetings or appointments 19. take messages 20. use interpersonal communication techniques 21. use oral or written communication techniques 22. use time management techniques Equal Opportunity Employer.