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Executive Administrative Assistant

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Masis Professional Group

2021-12-03 12:32:03

Job location West Springfield, Massachusetts, United States

Job type: fulltime

Job industry: Administration

Job description

Our high end financial client in the West Springfield, MA area is looking for an Executive Admin Assistant super star to join their growing team! Could that be you?

Duties and Responsibilities

o Greet clients and prospects with warm and inviting attitude

o Make coffee, tea etc. and have snack available for clients

· Maintain ongoing client and wholesaler appointments

o Confirm all appointments

o Reschedule appointments if necessary

· Follow up Monday and Friday with Staff

o Transfers and Transactions

o Incoming cash - status of investment

o Outgoing cash

o Problems or concerns with client accounts and relay to necessary staff member if needed.

o Prompt, courteous and accurate servicing of client non-investment related issues

· Answering phone/Miscellaneous Administrative Assistant Duties

· Check emails and respond appropriately

· Send out flowers when directed by Advisor

· Work in a constructive manner to build/maintain strong office team

· Keep inventory of supplies

· Plan client events working with wholesaler support and venue

· Keep account of attendees and billing for events

· Attend the events

Send out quarterly newsletters to clients and keep record of correspondences

Job Type: Full-time

Pay: $22.00 - $25.00 per hour

Schedule:

  • 8 hour shift
  • Monday to Friday

Education:

  • Bachelor's (Preferred)

Experience:

  • Executive Administrative: 4 years (Preferred)
  • Microsoft Office: 5 years (Required)

Work Location: One location

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