Administrative Assistant

Company: Money Concepts
Location: Saint Peters
Posted on: January 20, 2023

Job Description:

Job DescriptionWe are seeking an Administrative Assistant to join our team! This person will perform clerical and administrative functions in order to drive company success.The principal duties and responsibilities of this role revolve around supporting our advisors and our administration department with the service requests and projects. The responsibilities of this position vary with each task and project.Duties and responsibilities include:Answer phones in a professional manner and direct calls to appropriate persons or take detailed messages.Prepare correspondence, service forms and assist with opening new accounts.Schedule meetingsWelcome and greet clients and office guestsFilingRequirements and Qualifications1+ years of experience as a financial administrative assistant, valued by not requiredSalesforce experience, valued but not requiredFast, proficient, and accurante typistProficient with Microsoft Suite and common office equipmentExcellent customer service and communication skillsSelf-Starter who works well independentlyProfessional demeanorExcellent organizational skillsTeam mindsetCompany DescriptionMoney Concepts is a wealth management company located in St Peters, Missouri. Our office staff supports the financial advisors within our office as well as the financial advisors within our network.

Keywords: Money Concepts, Saint Peters , Administrative Assistant, Administration, Clerical , Saint Peters, Missouri