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Administrative Assistant

Company: Cameron Craig Group
Location: Waterloo
Posted on: June 15, 2019

Job Description:

Administrative Assistant
Waterloo, IA
$35-40K
Our client is seeking an Administrative Assistant for their Waterloo, IA office. This position is responsible for management of the client's experience and client relationships.
Key Responsibilities:


  • The Administrative Assistant is primarily responsible for management of the client experience; initiates engagement and follow-up with other team members as needed. --
  • The Administrative Assistant is the primary face to the client relationship, responsible for providing assigned clients a "best-in-class" experience.--
  • Completes appointment prep for defined clients, including but not limited to, client meeting agendas, applications, proposals or illustrations, re-balances, advanced prep materials, and other client paperwork as required; completes review letters for appointment follow-up.
  • Attends all client meetings and in some cases, conducts client meetings under direction of advisor; facilitates documentation of meeting notes, follow-up tasks, paperwork, and trades as required under the direction of the advisor.
  • Responsible for money movement/trades/transactions as directed on behalf of advisors; documents rationale as directed.
  • Responsible for the research of client accounts to anticipate the needs of the advisor in upcoming appointments.

    Job Qualifications:

    • Bachelor's degree preferred. --
    • Willing to obtain state licenses and registrations for securities, including Series 7, Series 66, state life, accident and health insurance licensure.
    • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail.
    • Proficiency with Microsoft Office applications with a strong emphasis on Excel.

      Additional Incentives:

      • Health, dental and vision insurance
      • Life insurance
      • PTO (holidays, vacation, etc.)
      • Short Term Disability

        Paraplanner, Financial Paraplanner, Administrative

Keywords: Cameron Craig Group, Waterloo , Administrative Assistant, Administration, Clerical , Waterloo, Iowa

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