Administrative Assistant/Receptionist Job at Montz Harcus Wealth Management, New Orleans, LA

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  • Montz Harcus Wealth Management
  • New Orleans, LA

Job Description

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks.

 

Responsibilities

  • Answer multi-line phone system
  • Handle and coordinate active calendars
  • Schedule and confirm meetings
  • Ensure file organization based on office protocol
  • Compile and enter client account data, details, and tasks in CRM
  • Manage and resolve client service problems
  • Assist advisors and clients accurately and efficiently with account paperwork
  • Serve as quality control point to ascertain that all paperwork, policies, and procedures for customer requests have been adhered to in accordance with all compliance requirements
  • Support with any administrative tasks, as directed
  • Additional projects and tasks as assigned.

Qualifications

  • Strong interpersonal, customer service and communication skills
  • Ability to handle stress and prioritize multiple tasks
  • Proficient in Microsoft Office suite
  • Excellent attitude and client service orientation
  • Ethical, honest, high level of integrity and confidentiality
  • A genuine interest and commitment in serving and caring for other people
  • Strong attention to detail with extreme accuracy and high-quality work
  • High energy level and comfortable performing multi-faceted projects independently
  • Flexible and adaptable – must respond well to ongoing changes of a growing and evolving business and wants to be challenged
  • Excellent organizational, time management and problem-solving skills

Salary and Benefits

  • Competitive salary based on experience and qualifications
  • 401(k) with company match
  • Generous time off policy

Job Tags

Flexible hours,

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