Administrative Assistant Intermediate level
Office Associate needed in Sioux Falls, SD 57108
Six Month Assignment
Hours: Standard Business Hours
Job Description : PURPOSE
- The Office Associate is responsible for providing general office support. Duties to be performed may include faxing, word processing, mailings, photocopying, answering phones and other such administrative duties.
- The Office Associate may also, as appropriate and with the approval of the complex main office management, assist the Branch Service Manager (BSM) with branch operations responsibilities including, but not limited to, client check deposits and disbursements and the deposit of client securities.
??? Answer incoming calls in a prompt, courteous and professional manner in accordance with prescribed policies and procedures. Promptly and efficiently direct calls to the proper personnel.
??? Greet visitors in a pleasant, professional manner and direct them to the appropriate person, location or department.
??? Assist Financial Advisors (FA) and Client Associates (CA) with mass mailings and other clerical projects as needed.
??? Maintain office supplies, including marketing and new account opening materials.
??? Actively seek out and develop a working knowledge of complex/branch office procedures and a basic understanding of the securities business.
??? May be responsible for maintaining required compliance files (e.g., correspondence, CPPs, etc.).
??? Provide clerical/administrative assistance as needed to individuals within the branch.
??? Compose letters or memos as requested in accordance with established policies and procedures
??? Coordinate vendor/wholesaler lunches.
Cage Responsibilities: approximate time 60%
??? Open and distribute mail as appropriate. Make and file copies of all correspondence.
??? Facilitate the transmission of required documentation to the branch, complex and/or Minneapolis as appropriate.
??? Accurately record all checks, securities and/or coupons received from clients and ensure that they are credited to the proper accounts. Promptly inform the FA and/or CA and transmit all required documentation to the complex main office.
??? Maintain in an orderly manner all operations-related files as required by firm, complex main office and branch policies and procedures.
??? On a limited basis, print checks for client pick-up.
??? Maintain a high level of confidentiality in accordance with company Code of Conduct.
Working hours: 8:00 AM - 5:00 PM
- Minimum 1-2 years general office experience
- High school diploma or equivalent
- Basic computer skills (including Microsoft Office)
- Basic understanding of financial services, understands how the industry relates to clients
??? Good interpersonal verbal and written communication skills
??? Detail orientated, excellent math and organizational skills
??? Able to manage multiple demands and competing priorities
??? Able to work effectively in a fast-paced, deadline-oriented environment
??? Excellent customer service skills
??? Associate???s degree or Bachelor???s degree
AUTHORITIES, IMPACT, RISK
??? Scope ??? supports PCG WM ??? branch operational efficiency
??? Low risk role
??? The Office Associate is responsible for providing general office support. Duties to be performed may include faxing, word processing, mailings, photocopying, answering phones and other such administrative duties.
??? The Office Associate may also, as appropriate and with the approval of the complex main office management, assist the Branch Service Manager (BSM) with branch operations responsibilities including, but not limited to, client check deposits and disbursements and the deposit of client securities.
??? Works with internal partners in the branch, complex and firm-wide to contribute to the overall effectiveness of the office this position supports
??? External relationships interacting with the public and clients
??? A fast-paced and agile working environment which may require quick turnaround and solid decision-making (critical/analytical thinking)
??? Up to 8 hours daily use of keyboard/office equipment, lifting ??? A confidential, secured working environment
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