About this role
DUTIES:
Work requires a thorough working knowledge of general business and office procedures and of the specific business operations, organizations,
policies, and procedures, files and workflow of the Financial Services Division.
• Work requires a working knowledge of Excel, Microsoft Word and Access, or
substantially similar software packages.
• Work requires a working knowledge of securities, investment and
insurance terminology.
• Screen telephone and personal callers, and direct the caller to the
appropriate person.
• Greet clients and handle their routine requests.
• Must be able to distinguish priorities and work independently.
• Responsible for clerical tasks such as maintaining follow-up of
files, assembling materials for reports, memorandum, letters and
composing letters and emails from general instructions.
• Prepare monthly Financial Services’ report.
• Process all commission checks according to audit procedures and
compile and process commission statements for FS reps and all
employees who have earned referral incentives and commissions.
• Prepare materials for administrative and client meetings.
• Must be able to coordinate Financial Services’ workshops.
• Answer requests requiring a detailed knowledge of office procedures
or collection of information from files or other offices.
• Assist Office Manager with special projects as requested.
• Assist Financial Services Sales Professionals as requested.
• Perform all other related duties as assigned.