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Administrative Assistant at Common Cents Planning Administrative Assistant at Common Cents Planning in Glen Mills, Pennsylvania Posted in about 13 hours ago.

Type:

full-time

Job Summary:

We are seeking a highly organized and detail-oriented Administrative Assistant to support our financial advisor team and help maintain an efficient, client-focused office environment. This role involves daily interaction with clients, managing administrative operations, processing financial paperwork, and assisting with account servicing activities.

Key Responsibilities:

• Answer incoming phone calls and assist clients with routine requests and follow-up tasks
• Schedule client appointments, send reminders, and coordinate follow-ups
• Manage incoming and outgoing mail, including scanning, organizing, and processing documentation
• Deposit checks and maintain accurate records and logs
• Process client account transactions, including EFTs, wire transfers, Roth conversions, and other account requests
• Prepare, complete, submit, and properly save required paperwork and forms
• Assist with opening new client accounts and monitor paperwork through completion
• Prepare forms and documents for advisors and clients as needed
• Maintain and update client information within company systems
• Prepare conference rooms for client meetings
• Welcome clients to the office and provide a professional, hospitable experience

Required Skills and Experience:

• Bachelor's degree
• Excellent attention to detail and organizational skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to prioritize and handle time-sensitive tasks accurately
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to work in a fast-paced environment
• Strong customer service and phone communication skills

Benefits:

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• Competitive salary and performance-based bonuses
• Health, dental, and vision insurance
• Retirement plan with company match
• Professional development opportunities
• Friendly and collaborative work environment