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Office Administrative Assistant

HERITAGE WEALTH MANAGEMENT

Job Description

Job Description

Heritage Wealth Management is a boutique Investment firm with locations in Needham and Woburn MA. We are professional and agile and looking for a new team member to join either of our offices.

Our work environment includes:

  • Modern office setting

Our firm is looking for an administrative assistant who is highly motivated, detail-oriented, and is proficient in Microsoft Office. A successful candidate will work in an office environment and collaborate with team members.

Position Overview:
Provides administrative support to deliver client service and maintain accurate client records. Complete processing for new client accounts, redemptions, beneficiary changes, and other necessary account maintenance.

Primary Responsibilities:
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to clients:

  • Provide client service to existing and new clients in support of an assigned Financial Advisor. Work to build customer relationships and maintain a high level of customer satisfaction through one on one communications by phone, in person and by e-mail.
  • Respond to incoming customer inquiries by phone and /or e-mail
  • Maintain the calendar/crm for scheduling client meetings
  • Correspond with clients to complete new accounts, asset transfers, and other forms
  • Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and email.
  • Maintain client records and update contact history as appropriate
  • Provide general administrative support as needed.

Other Responsibilities:
Perform related and unrelated duties as may be required.
Requirements:

Qualifications:

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint).
  • We are focused on finding dedicated hard working individuals.
  • Excellent oral communications, organizational and analytical skills.
  • Ability to prioritize tasks within defined responsibilities and work independently.
  • Proficiency with Social Media (LinkedIn, facebook, twitter, etc.)

Job Type: Full-time

Benefits:

 

  • 401(k)
  • 401(k) matching
  • Paid time off
  • Retirement plan

 

Experience:

 

  • Office: 2 years (Required)

 

Work Location: In person

Vacancy posted 12 days ago
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