Financial Services Office Administrator

AP Professionals
Published
January 9, 2019
Location
Rochester
Category
Job Type

Description

Excellent opportunity! Permanent position with competitive salary and great location. Small financial services firm is seeking a seasoned, experienced administrative professional to support the team. This is an extremely busy office with a lot of moving parts! Duties will include (but not be limited to):

  • Process life insurance applications
  • Set up applications in system, scan in reports
  • Prepare executive staff for meetings - gather information, prep materials, handle scheduling/coordination, set reminders, etc
  • Take care of current client requests via phone and email
  • Use system fluently to update information, enter client info, etc
  • Handle compliance issues
  • Back up to other administrative support including answering phones, distributing mail, and calendar maintenance
  • Administrative duties as assigned

All applicants MUST have experience working as an Administrative/Client Service Support professional in the finance industry. The ideal candidate will have experience working in a financial services related business and have licensing. This is not a sales position, but licensing may be helpful!

An extremely high level of professionalism is required. A very high attention to detail and strong technical abilities a must. Excellent computer skills necessary. This position requires a "white glove customer service" attitude.

Apply
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