R Kent Harris & Associates, LTD Hiring for Senior Administrative Assistant Full Time

Summary

The Senior Administrative Assistant s to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

• Manage firm operations, tasks/responsibilities of support staff

• Manage client needs regarding service, trading, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

• Research products and complex issue resolution

• Deepen client relationships and establish credibility and rapport both in-person and via phone identify potential benefits and services to enhance customers’ financial relationships

• Has regular contact with clients regarding their accounts, allocations, and servicing; can clearly articulate potentially complex processes and/or concepts to customers

• Maintain CRM database; define and ensure adherence to appropriate client service models

• Manage multiple and competing priorities on a daily basis in pursuit of business objectives

• Other responsibilities as assigned by the Financial Advisor

Knowledge, Skills, and/or Abilities

• Advanced computer skills (Outlook, Word, Excel and Power Point) are essential

• Experience with financial planning/ing software preferred

• Excellent communication skills, both verbally and in writing

• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once

• Ability to build relationships with clients and internal partners and influence others with or without direct control

Education and/or Experience

• Bachelor’s degree in a business-related field preferred

• The ideal candidate will have 3+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

• Previous experience in the independent financial services culture preferred

Salary Range

• $42,600-$58,600

Job Type: Full-time

Pay: $42,600.00 – $58,600.00 per year

Benefits:

• Health insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Englewood, CO 80111: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor’s (Required)

Experience:

• Financial services: 3 years (Required)
• Customer service: 3 years (Required)

Work Location: One location