Job Description
GCE WEALTH MANAGEMENT, a well-established investment firm located in FORT MYERS AND NAPLES, FL, is seeking a qualified professional to join the team in the important role of full-time ADMINISTRATIVE ASSISTANT.
This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner.
Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.
RESPONSIBILITIES:
- Frequent client contact by phone and email
- Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents
- Schedule and confirm client appointments by email and phone
- Document client interactions via Redtail CRM, follow up on client meetings
- Monitor incoming and outgoing mail, photocopying, scanning, filing and data entry
- Prepare and submit client paperwork and financial transactions accurately
- Prepare and process paperwork for new business accurately, includes paperwork for mutual funds, annuities and life insurance products
- Respond to and correct paperwork not in good order
- Inform financial advisor of client issues of significant concern
- Stay apprised on industry and company rules and regulations
- Attend branch operations meetings and sales assistant conferences
- Other projects and tasks as assigned
DESIRED EXPERIENCE AND SKILLS:
- Financial services experience preferred
- Ability to develop strong client relationships
- Excellent oral and written communication skills
- Ability to work independently
- Problem solver, critical thinker and creative skills
- Ability to anticipate client and advisor needs
- Capable of working under deadlines
- Ability to do research to answer questions
- Quick and accurate typing
- Neat and legible handwriting for written paperwork and note-taking
TECHNOLOGY USED:
- Redtail CRM, Albridge, Docupace, Morningstar, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
- Various investment and insurance company websites
WE OFFER:
- A supportive and professional work environment
- Competitive compensation
- An opportunity for professional growth and advancement