Administrative Assistant Client Service

Overview

Join to apply for the Administrative Assistant Client Service role at BOSTON WEALTH MANAGEMENT LTD
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Boston Wealth Management, LLC is a growing financial services firm looking to hire an individual eager to work in a fast-paced and friendly environment helping our clients achieve business and personal financial goals. This is an in-person position only, Monday - Friday.

• Answer incoming calls in a professional manner
• Process client requests and follow up to ensure completion
• Schedule client calls and meetings
• Review and organize team schedules via Red Tail calendar daily
• Process checks in a timely manner
• File documents
• Order office supplies
• Process incoming/outgoing mail
• Welcome clients at time of appointments, establish and build relationships
• Complete required paperwork to facilitate business
• Assist with various needs of office staff and Financial Advisors

• Strong organizational skills, efficiency, and punctuality
• Ability to work in a demanding environment
• Ability to multitask
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Experience using a CRM system (Redtail a plus)
• Familiar with a paperless office environment
• Three years of related work experience preferred
• A background in Property and Casualty Insurance a plus

• Entry level

• Full-time

• Other