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Administrative Associate/ Customer Service Representative At EH Shum Financial Solutions

Location: Burlingame, California

Job Description

Currently we are seeking a Full or Part Time

Administrative Associate/Customer Service Representative for an Independent Financial Planning firm.


Our Administrative Associate will pursue this mission through:


  • Greeting our clients and prospects as they arrive at the office
  • Delivering unparalleled value, outstanding service and providing a positive client experience
  • Assisting the Advisor and Operations staff with meeting our client's needs

The Ideal Candidate will


  • A team-player
  • Have an out-going personality, be friendly, and someone willing to go the extra-mile to get things done.
  • Positive attitude.
  • Be dependable and able to multi-task
  • Preferred to have accounting background

RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:

  • Front desk duties (phone / greeting) with clients and visitors
  • Managing incoming and outgoing communications (telephone, mail, email, fax, scans)
  • Responding to client inquiries and requests
  • Data entry – in charge of customer information system management (CRM)
  • Set up new accounts, maintain existing accounts, run client reports, and on board new prospects and clients.
  • Communicate with custodians, and brokers to resolve issues.
  • Organize and file custodian statements and trade confirmations.
  • Participating in staff meetings and client events
  • Seminar assistance (occasional evenings)
  • Maintaining office filing and storage systems
  • Helping with office upkeep and maintaining supplies

Assist in planning events

  • Contact and confirm perspective attendees to our seminars

Qualifications:

  • Very Proficient in Office Suite Applications (Word, Excel, Power Point) – Excel a must!
  • Accounting Background PLUS
  • 1-year office experience working with the public
  • 2 years college degree and/or equivalent work experience
  • Common sense and cheerful attitude
  • First-Class work ethic
  • Occasional evenings (1-2 times per month)
  • Must have a car for seminars and events

Open to Full or Part Time.


***PLEASE EMAIL YOUR RESUME VIA WORD ATTACHMENT***