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We are currently recruiting for a Client Service Administrative Assistant role in Winston Salem, NC! This is a role that directly supports a team of financial advisors. You will be providing administrative assistance and ensuring the smooth coordination of client-related activities. Your meticulous attention to detail, strong organizational skills and exceptional communication skills will make you successful in this role. We are looking for someone who has at least 2 years of administrative support experience and has knowledge of stocks, bonds and securities.

Responsibilities:

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  Serve as a primary point of contact for clients, responding to client inquiries promptly, providing relevant information, and routing requests to the appropriate team members as needed

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  Coordinate client meetings and appointments

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  Confirm appointments and maintain accurate calendars

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  Assist in preparing and organizing client documents, forms and reports

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  Perform data entry, maintain files, draft correspondence and other general administrative functions

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  Assist in the onboarding process for new clients

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  Prepare and distribute regular client reports, statements and summaries

Qualifications:

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  Bachelors degree preferred, not required

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  At least 2 years of administrative experience, preferably in the financial services sector or related industry

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  Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

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  Familiarity with customer relationship management (CRM) software

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  Excellent organizational skills, with the ability to manage multiple tasks, prioritize effectively, and meet deadlines

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  Exceptional written and verbal communication skills, with a keen attention to detail

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  Professionalism, integrity, and a customer-focused attitude

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  Ability to handle sensitive information with the utmost confidentiality

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  Strong interpersonal skills and the ability to build rapport with clients and colleagues

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records