Kforce has a client in search of a Client Service Associate/Receptionist in Lafayette, Indiana (IN).
This person will be responsible for providing administrative support. 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.
Essential Duties and Responsibilities:
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
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
Minimum of a High School diploma or equivalent
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 lease; All candidates must 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 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
Customer service oriented
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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Job ID: FANRC1822574
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Kforce is a professional staffing and solutions firm specializing in the finance and accounting functional areas of general accounting, audit services, SEC reporting, periodic financial close and tax preparation support. From CFOs and controllers with Big 4 experience to entry level transactional accounting positions, Kforce has been matching job seekers and employers since 1962. We are committed to “Great People = Great Results” and offer exciting job opportunities with top finance and accounting companies across the United States. Kforce continues to look for experienced finance and accounting professionals to join our team of great people!