Part-Time Advisor Assistant – Knoxville, TN
Apply Here Job Description :
Part-Time Advisor Assistant Knoxville, TN
What You Will Be Doing:
- Providing administrative support to two financial advisors.
- Reviewing accounts and creating reports for financial advisors.
- Respond to client requests for forms or marketing literature.
- Assist with processing paperwork and client mailings.
- Performing other office tasks such as copying, taking messages, distributing mail items, as needed.
- To be successful in this position, individual must be skilled in verbal and written communications.
- Must be self-motivated: looking for someone eager to learn the business and work toward a common set of goals.
- Must be coachable and work well in a team environment.
- Must adapt well to change.
- Must be thorough and able to communicate effectively.
- Must be discreet with all client interactions and documents.
- Must possess strong organizational skills.
- Must be proficient with MS Office applications, and other software applications.
- High school graduate or equivalent required, including experience with customer service interactions.
- 2 years office clerical experience including customer service environment.