Administrative Professional

Position Summary

This position provides broad and varied administrative support to the financial associate office. 

 

Position Roles / Responsibilities / Accountabilities:

Office Support

-  Greet clients and provide other receptionist functions.

-  Schedule appointments.

-  Prioritize and distribute incoming mail and e-mail.

-  Coordinate financial associate calendars.

-  Basic accounting/bookkeeping.

-  General office duties, as needed (such as preparing and sending faxes, making copies, preparing coffee and ordering kitchen supplies, maintaining reception area and conference rooms, etc.).

 

Client File Management

-  File statements and correspondence.

-  Manage client file information by entering updates and creating new files in the  Client Data System.

-  Update manuals, order forms and supplies, and shred documents.

-  Maintain mailing lists.

-  Contact churches to update membership lists.

 Computer Support

-  Data entry, including regular software updates, address changes and backup.

-  Prepare labels for mailings.

-  Prepare and printing reports.

-  Order statements and access other member information.

 Marketing and Member Services

-  Coordinate direct-mail program.

-  Coordinate seminars and meetings.

-  Prepare and mail birthday cards to members.

-  Provide support for chapter fraternal activities, as needed.

-  Print and mail annual review letters to members.

-  Assist with follow-up telephone calls.

-  Telephone prospects.

 

Position Qualifications

Prior experience in office administration helpful

Proficient in appropriate software packages (Word, Excel)

Experience in database management helpful 

Demonstrated organization, communication and teamwork skills

Demonstrated telephone and customer relations skills

Demonstrated ability in business writing, spelling and grammar skills

Proven ability to handle multiple tasks or projects

 

Competencies:
Communication, Teamwork and Collaboration, Planning/Organizing, Customer Focus, Interpersonal Skills