Administrative Assistant/Client Services

This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar.

90% Client Care

• Greet clients and provide hospitality upon their arrival
• Document all type of client interaction in CRM notes (phone, mail, or in-person)
• Participate the PacWest Client Experience - Prep, Pre-Appointment, Appointment Assistance, Post Appointment, and Follow-up.
• Communicate with clients or prospects to set up meetings or appointments
• Coordinate with Marketing Specialist on Client Events and Seminars
• Engage clients in office, over the phone, and through virtual operations.
• Follow-up with clients regarding any pending actions items.
• Back-up other Client Care Specialist

10% Business Management

• Work with home office to ensure accurate account setup and resolve issues
• Participate in Phone Tree
• Maintain files and records in accordance with the records retention policy
• Log all incoming and out going mail
• Manage office operations (sanitization, housekeeping, etc.)

Key Traits of a Successful Client Service Specialist

· Direct attention to detail and organization skills

· Effective communication with clients and other advisors/staff

· Effective and efficient time management

· Polite and clear phone manner

· Ability to multi-task

· Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial

· Ability to support and provide guidance for compliance within the advisor’s practice

· Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

· High School and higher (2yr degree or better preferred)

· 2 years of similar experience

Job Type: Full-time

Pay: $17.00 - $18.00 per hour

Benefits:

• 401(k) matching
• Health insurance
• Health savings account
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Corvallis, OR 97330: Relocate before starting work (Required)

Work Location: In person

Salary : $17 - $18