Overview
Administrative Support Specialist Jobs in Fresno, CA at Open Systems Technologies
Title: Administrative Support Specialist
Company: Open Systems Technologies
Location: Fresno, CA
Position Summary:
Primary responsibility for completing new client account information for VFG President. Support the completion of client account paperwork and existing account information as required to support client needs.
Description of Duties:
· Execute client paperwork, preparing and completing new accounts, rollovers and other client administrative services for the President and others as assigned.
· Assist in preparing reports and other documents to support the President’s daily schedule, attending client meetings with as needed/requested.
· Deposit checks into clients’ accounts and complete check blotter and maintain all records per compliance requirements.
· Complete changes to client account information in the client central and wealth management system as assigned.
· Provide support for Receptionist position, managing phones during lunch period and other periods as assigned.
· Primary responsibility for securing and maintaining hard copy files, including retention of files.
· Attend, coordinate and assist with VFG events as assigned.
· Maintain the highest level of confidentiality with all information obtained.
· Demonstrate knowledge of, and supports, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior.
· Perform any other duties deemed necessary for the smooth operation of the company.
Essential Qualifications:
· Strong attention to detail and instructions.
· Ability to present and communicate ideas and concepts in public and private, verbally and in writing.
· Demonstrated accuracy and thoroughness to ensure the highest quality of work.
· Ability to demonstrate a positive customer service attitude and good personal skills.
· Experience using Microsoft Office and ability to learn different applications.
· Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality.
· Excellent problem solving, strong organizational and communication skills.
