Essential Duties and Responsibilities + Add/update client information in CRM database + Support the financial advisor using the CRM RedTail with task setting and activities + Setting regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and adding the tasks to RedTail according to firm guidelines. + Assist in client meeting and seminar preparation with folders and directions/phone numbers needed for the appointment or phone calls. And follow-up after the meeting to scan and assembling required paperwork, do a report generation, re-appointment scheduling and post-meeting documentation. + Setup WebEx using the firm guidelines between clients/prospects and firm. + Process, submit, and service all account paperwork/requests for clients; follow through to completion utilizing paperless procedures (including eSignature) where available. + Scanning the documents, forms and paperwork to OneDrive. + Manage and update mailing lists for birthdays, holidays, and firm marketing efforts. + Order supplies for office and act as point of contact for any infrastructure requests + Handle the daily incoming/outgoing mail, scan and keep record using USPS and UPS. + Other duties as assigned by Senior Client Service Associate Knowledge, Skills, and/or Abilities + Basic computer skills (Outlook, Word, Excel and Power Point) are essential + Strong administrative and time management skills with superior attention to detail + Excellent communication skills, both verbally and in email writing + Be authorized to work in the United States with a satisfactory completion of background check, fingerprinting and required referral documentation + Requirements Education and/or Experience + The ideal candidate will have 0-2 years of experience in administrative support in a professional environment + High School Diploma or Associate’s degree required + Previous experience in financial services a plus Benefits Salary will reflect experience and qualifications Flexible Work Schedule