Chamber Template - DO NOT DELETE!!!!!

Administrative Assistant

City & National Employment
Job Description

Our client located in the Cedar Valley is looking to add an Administrative Assistant to their team!

Working hours are Monday - Friday; 8am - 5pm.

Duties as follows:

  • Submit new client set-up data on on-line system
  • Submit new client account applications on on-line system
  • Complete financial account maintenance forms for submission to clients
  • Submit completed client maintenance forms to corporate office and track completion by corporate office
  • Complete electronic log of incoming daily mail from clients
  • Image client documents for submission to on-line file system
  • Prepare client service/review letters on Word
  • Monitor client case status on on-line system and work to resolve issues
  • Interpret client account information to answer client and adviser questions
  • Prepare Excel worksheets to compile client information
  • Monitor and respond to incoming e-mail on Microsoft Outlook
  • Download and follow up on weekly and monthly action reports 
  • Update list of client review dates monthly
  • Call clients to schedule review meetings
  • Field incoming phone calls and respond to client questions and take messages
  • Greet clients coming in to the office for appointments
  • Maintain and update list of client mailing addresses/work with corporate office to resolve undeliverable mail
  • Learn and follow company policies with regard to client confidentiality and data security
  • Maintain spreadsheets of certain adviser's expenses
  • File hard copy materials in alpha client files
Type of Employment:
Contact Information