Financial Services Administrative Assistant

Job Details

Financial Services Administrative Assistant

Colorado Springs , Colorado




Job Description

Financial Services Administrative Assistant


  • Perform administrative and support functions for the day-to-day office operations including maintaining files, preparing correspondence, running reports, answering telephones, scheduling and confirming appointments, copying materials, and faxing information.
  • Research and resolve client service problems by contacting the Home Office and Sponsor Companies to resolve problems or errors as needed.
  • Assemble, organize, coordinate, and maintain all client paperwork.
  • Communicate with clients to complete new accounts, asset transfers, and other forms.
  • Set-up and maintain client management system


  • Two years previous Brokerage / Financial Planning Support experience
  • Ability to organize and prioritize work
  • Ability to pay strong attention to detail orientation and ensure accuracy and completeness of all forms, letters, emails, etc.
  • Ability to work cooperatively in a team environment
  • Ability to organize, prioritize and handle multiple tasks
  • Ability to work under pressure and meet deadlines
  • Ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner

Non-smoking environment


Pay: $15.00/hour

Schedule: 8:00 AM- 4:30 PM


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