Job Description

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Tampa is an independent practice managing over 400million in client assets and is looking for a Client Services professional to join their team.

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

Responsibilities:

• Receives and directs visitors and telephone calls; maintains a record of inquiries, as required.
• Answer and manage incoming telephone calls promptly according to Firm policy.
• Sorts, screens, and distributes incoming and outgoing mail.
• Transmits and receives messages with the home office.
• Maintains a professional appearance for the reception area, lobby, and conference rooms.
• Maintains and updates client records, birthdays, and other key dates, organizing the mailing of birthday cards, meal orders, and other personal touches to enhance client experience
• Arrange and accept messenger deliveries.
• Maintains, processes, and updates files, records, and other documents.
• Maintains inventory, stocks, and distributes office supplies.
• Cross-trains and assists with other operational functions as required.
• Provides general administrative support to branch management.
• Assists the branch management with audit preparation.
• Handles ad hoc requests and special projects as needed.
• Performs operational tasks as assigned.
• Work closely with all firm associates to execute core responsibilities, firm goals, and initiatives.
• Works efficiently and facilitates a team-oriented culture.
• Maintain advisor calendars and schedule client appointments.
• Coordinate travel and lodging.

Qualifications:

• Exceptional face-to-face, telephone, and written communication skills for professional interaction with clients, guests, and employees.
• Successful candidates will demonstrate a proven ability to be professional and courteous while attending to clients and visitors in person and managing incoming telephone calls effectively.
• Must maintain a professional business appearance and demeanor at all times.
• Must be able to type 50-60 words per minute.
• College degree or high school diploma and relevant work experience.
• Employ good analytical skills to be able to research account information and resolve problems.
• 2 or more years of receptionist and administrative experience.
• Strong organizational skills and attention to detail are essential.
• Effectively organize, manage, track, and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Knowledge of Microsoft Office Products; Outlook, Excel, Word, and PowerPoint.
• Strong initiative and work ethic, and an ability to work both within a team and on a self-directed basis.

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