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Private Profile

Client Service Administrative Assistant

Private Profile
Wheat Ridge, Colorado, United States

Date Posted: 09/09/2009
Categories: Financial Services/Insurance
Job Type: Full-Time

Job Description:
•Answer phones and screen calls
•Respond to customer service requests for investment and insurance accounts
•Fulfill compliance filing requirements for incoming and outgoing client correspondence
•Process investment deposits and redemption requests, record necessary compliance entries
•Prep investment account and insurance applications
•Monitor status of insurance applications
•Maintain databases of clients and their accounts
•Order office supplies as needed
•Provide administrative support to financial advisor, retrieve instructions from tape using transcriber
•Maintain financial advisors’s calendar, schedule annual review appointments, confirm all appointments
•Full time position
•Standard 40 hour business schedule with some flexibility to adjust to individual’s needs
•$15-20/hour depending upon qualification and experience, more over time based on strong job performance and length of service
•Overall compensation of $40,000 - $50,000 when value of health insurance, retirement contributions, and vacation benefits are included.