Office Administrator / Client Services Associate – Financial Services
Job Description
Joey Bocci Financial, LLC in Erie, CO needs a personable, detail-oriented Office Administrator / Client Services Associate to join our team. As our Office Admin/Client Services Associate, you must possess a professional, pleasant service-oriented demeanor with business-appropriate phone manners; the ability to deepen and broaden client relationships; confidence in your ability to identify opportunities to create and improve efficiency; and a strong ability to work independently
Our ideal candidate is motivated to serve others, is a self-starter, and is able to easily see gaps and fill them with a positive attitude. They maintain high ethics and integrity, client and firm confidentiality and upholds a professional image with external and internal business contacts. They must also have excellent verbal and written communication, organizational skills, strong math abilities, a penchant for details, and problem-solving skills to resolve routine client questions.
Compensation range is $27-35 per hour to start, plus bonus based on experience and exceptional performance, allowance for healthcare expenses, and retirement plan.
Required Qualifications
- Previous office administration experience within the financial services industry is required.
- Minimum of 3 years of administrative, client service, or operations experience in a financial services, wealth management, investment, or brokerage environment.
- Exceptional verbal and written communication skills.
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
- High attention to detail and commitment to accuracy.
- Proficiency with Microsoft Office Suite and other business software applications.
- Ability to maintain confidentiality and handle sensitive client information with professionalism and discretion.
- Strong problem-solving and critical-thinking abilities.
Primary Duties of This Position
- Serve our clients and advisors with a wide variety of clerical and staff support services under limited supervision.
- Provide office support, including answering telephones, assisting visitors, scheduling, and coordinating multiple calendars, meetings, events, interviews, and appointments.
- Complete paperwork for meeting preparation and to open and maintain accounts in a timely manner with accuracy and precision.
- Transcribing and preparing correspondence, agendas, and other documents as directed.
- Help identify, establish, and streamline processes and procedures to constantly improve office efficiency and ensure that the branch and staff remain compliant with the rules and regulations of our industry.
- Demonstrate the ability necessary to process account and transaction information, help clients move money between accounts and resolve and/or refer problems or inquiries.
- Manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced small office work environment.
- Preparing reports by performing basic information gathering and analysis as directed.
- Establishing, maintaining, and updating files, databases, records and/or other documents.
- Initiating efficiency and productivity improvements to maintain all processes, in a correct and timely manner.
- maintain routine contact with clients to obtain, clarify or provide facts and information as you project a professional image.
- Stay up to date with modern office management methods and techniques; operating standard office equipment and using required software applications.
- Sort, screen, and distribute mail; order and maintain office supplies; and maintain office cleanliness, appearance and professionalism including light cleaning, etc.
- Other duties and responsibilities as assigned.
Preferred Qualifications
- Financial services industry experience strongly preferred.
- FINRA Series 7 and Series 66 licenses preferred, but not required.
- Experience supporting financial advisors, wealth managers, or registered representatives.
- Knowledge of brokerage, investment, retirement, and advisory account processes.
- Strong mathematical abilities to gather and analyze data involved in preparing client and business reports.
- Ability to closely monitor details and ensure reports, correspondence, and databases remain accurate at all times.
- Desire to continue professional development and expand knowledge of the financial services industry.
All qualified candidates will be contacted promptly for a confidential follow-up interview. No recruiters, please.