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Administrative Assistant Job Openings by Cadent Capital Advisors, LLC in Tulsa

Cadent Capital Advisors, LLC Recruitment 2020 - Cadent Capital Advisors, LLC is looking for a new employee to apply Administrative Assistant that will be placed in Tulsa.

Cadent Capital Advisors, LLC Jobs 2020

Detail of : Administrative Assistant Job Openings in Tulsa

Administrative Assistant – Part Time POSITION SUMMARY: Exclusive wealth management firm in south Tulsa seeks part-time administrative candidate to assist with client relations and process client requests.Candidate must be professional in appearance and manner, willing to accept direction, quick to learn new things, strong client service skills, and computer savvy.Part-time role, working hours are 9:15 a.m. to 3:15 p.m., Monday through Friday. Some occasional evenings are required for client events.Position Overview: The primary responsibility of this position is to provide administrative support by handling incoming calls, scheduling multiple calendars, organizing and ensuring proper completion of all client paperwork and following-up on client requests. Other responsibilities include properly documenting all activities, maintaining files and compliance, operations, and marketing support.Position Requirements: Previous client service and office experience required, experience in financial services preferredAbility to communicate with co-workers, clients and various business contacts in a courteous and professional manner in both verbal and written communicationAbility to maintain confidentialityAbility to organize, prioritize and handle multiple tasksAbility to pay close attention to detail, work under pressure, and meet deadlinesAbility to take complete and accurate notesAbility to investigate, research, and resolve problems or concernsSkill in operating various office equipment including personal computer, copier, multiline telephone etc.Skill in utilizing Microsoft Office Suite and learning new software easilyJob Duties: Perform general administrative and support functions for the office including answering telephones, scheduling appointments, preparing paperwork, maintaining files, creating reports, assisting on events, copying materials, faxing and overnight shipping information

Organize, coordinate, and maintain all client paperwork, obtaining necessary information, and maintaining files as required

Correspond with coworkers and clients to complete new accounts, asset transfers, and other forms

Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, and answering client questions via telephone and face-to-face

Research and resolve client service problems or errors as needed

Ensure office procedures are followed

Record all transactions on appropriate logs as needed

Perform other duties and projects as assigned

The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. Please apply by email only.Job Type: Part-timePay: $16.00 - $18.00 per hourSchedule:Monday to Friday

Experience:administrative assistant: 1 year (Required)

If you strong confindence you meet the requirement above, please register and sign in to Cadent Capital Advisors, LLC e-recruitment website with link as follow :

Notes :
  • Application will be treated strictly confidential .
  • Only short listed candidates will be notified.

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