Job Information
Bank Of Colorado Admin Assistant To Financial Advisor in Durango, Colorado
Responsible for a broad range of activities. Duties include administrative support, operations support, and client services support.
Securities Licenses 7/66 Preferred.
RESPONSIBILITIES AND DUTIES: 1.Assists in client management, tracks and follows up on appointments, handles changes in client's accounts; assists in presentations, and client communication. Assists with customers in reference to new accounts, account transfers, new contributions and redemptions, beneficiary changes. 2.Assists with for comprehensive financial planning for clients and periodic client review. 3.Processes paperwork for account including computer input and salesforce updates. 4.Establishes, maintains, and revises filing and record keeping articles, records, and other documents. 5.Handles telephone and reception duties, as well as ordering supplies, prospectus' and sales literature. 6.Prepares reports for management. 7.Participates in department meetings. 8.Regular and reliable attendance. 9.Performs other related duties as assigned by management.
KNOWLEDGE, SKILL, AND ABILITIES: Knowledge of operations, policies, and procedures Knowledge of basic accounting. Knowledge of word processing and spreadsheet software. Skill in communicating with customers and co-workers in courteous and professional manner. Ability to maintain a high level of confidentiality. Ability to pay close attention to detail and work with a high degree of accuracy. Ability to work within strict time constraints and handle multiple tasks simultaneously.