Job Details:
My financial services client in the greater King of Prussia area has an immediate need for an experienced Financial Administrative Associate to assist the Finance leadership team as well as client and vendor visitors.
Job Requirements:
The duties and responsibilities include, but are not limited to:
- Providing outstanding customer service over the phone and in-person to the following client types:
- Front Door – This consists of the business as it is processed today - contacting those who show interest after an event or via radio, television, internet, referral or mailer and booking those who agree to come through our 3-appointment process.
- Retention – This consists of prospective clients who have shown interest in getting educated and in the past came through part of our 3-appointment process, but never became a client.
Client Business – This consists of existing clients – contacting those who would like to take advantage of our complimentary Annual Review service. These clients’ files need to be brought to a pristine condition in both hard and soft copy.- Maintaining and monitoring the company’s master Outlook calendars, which includes executive staff
- Confirming that entries are published correctly and completely.
- Resolving conflicts and identifying potential ones.
- Representing the company at all off-site Educational Events, which includes guest registration before the presentation and booking appointments after the presentation.
- Maintaining coverage for the phone system to allow all incoming calls to be answered, without interruption during normal business hours.
- Keeping the reception area and all client offices clean, organized, and presentable.
- Confirming that all necessary documents within client offices are fully stocked and displayed neatly.
- Assisting all Educators, including Founder and CEO, during their client appointments.
- Upholding company standards for confidentiality and security as it relates to client information.
- Ensuring each day that client files and related documents are locked and stored away before closing; and keys are only accessible to employees with clearance to use them.
- Monitor e-mails
- Confirming that client and vendor correspondence is sent out timely and accurately.
- Managing all incoming and outgoing mail, including time-sensitive FedEx shipments to Headquarters.
- Updating and following-up on items listed in “Master Call Backs” tracking spreadsheets
- Following-up on all “ACTION” e-mails to confirm they have been completed and resolved.
If you would like to learn more about this exciting job opportunity please send your resume in WORD FORMAT to angela@libertyjobs.com or feel free to contact 610-684-8673 for additional details.
Your resume will be kept completely confidential. I will not forward your resume until we discuss details regarding both the client and position available
If this role is not what you are looking for, I have 100's of positions available and would be glad to help you or someone you know learn about better job opportunities. Check out www.libertyjobs.com and let me know what appeals to you.
I look forward to your response and working with you!
Angela McFarland
Liberty Personnel Services