Alluvion Staffing is currently seeking a Receptionist for a 3 month contract to hire role in Lafayette, IN. The job details and duties are posted below, if you are interested please apply.
Currently, this branch only consists of 1 Financial Advisor and no support staff.
Therefore, it will just be the financial advisor and this contractor working out of this branch.
Candidates must be comfortable working independently and with minimal supervisor as the FA will frequently be out of the office on client meetings.
The branch is located in downtown Lafayette which is a short walk away from Purdue's main campus in West Lafayette. This position will be part-time with a work schedule of 9a-3p, Monday through Friday.
Main responsibilities will include job duties of a Client Service Associate. However, they will also be responsible for managing the front desk area, answering the branch's main line, and general administrative support.
Client Service Associate Responsibilities
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.
Researches client and security information through the back office system.
Processes and follows up on client documentation for proper maintenance of accounts.
Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
Creates and maintains records and files.
Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
Maintains databases and creates reports using portfolio software programs.
Assists Financial Advisors with marketing efforts including seminars, etc.
Receives and processes securities.
Receives cross-training and assists with other operational functions as required.
Performs other duties and responsibilities as assigned.
Must Haves - Hard Skills
At least 2 years' of administrative or client support experience. Ideally someone who has been an Office Manager / Office Assistant or has been in a role where they've worn many hats.
Experience within the financial services industry is a big plus
Fluent user with Microsoft Office products, especially Outlook. Must have basic Excel skills.
Strong data entry skills **please have all candidates take a data entry test before submitting their resume in Wand. Candidates must score at least 7500 keystrokes per hour with at least 90% accuracy. Include data entry scores on resume.**
Must Haves - Soft Skills
Must be comfortable working in a very small office
Must be comfortable working independently with minimal supervision
Ability to wear many hats
Ability to multi-task
Clear and professional written and verbal communication skills
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Alluvion is full service recruiting and technology solutions firm with the ability to handle the needs of a small business or a Fortune 500 company. Ultimately, Clients choose Alluvion to staff their team, grow their business and achieve business results. Candidates choose Alluvion to enhance their career and develop their skills. Focusing on the needs of each Client and Candidate is vital to our success.