Financial Services Assistant

Financial Services Assistant This position is the first point of contact for clients and visitors, creating a welcoming and professional environment. This role is essential to ensuring smooth office operations and supporting our financial advisors and staff. This position will manage incoming calls, schedule appointments, handle client inquiries, and assist with administrative tasks. Provides operational support including preparing reports, client reviews and paperwork for client meetings with guidance. Performs various office administrative support duties, including handling mail, filing, and ordering supplies. Works on projects/matters of limited complexity in a support role. Works in CRM programs, including tracking sales activity, referrals, and results. Greet clients and visitors with a smile and ensure a positive first impressions. Answer and direct incoming calls in a courteous and professional manner. Manage appointment scheduling and confirmations for advisors. Handle client inquires and route them to the appropriate team member responding accurately, friendly, promptly and enthusiastically. Assist in preparing client documents, correspondence, and meeting materials including statements, account details regarding transactions, account maintenance forms. Mange incoming and outgoing mail and deliveries. Prepare and send out all mailings and faxes. Including quarterly performance reports and newsletter, birthday cards and gifts, and holiday items. Ensure proper documentation and filing of client records in accordance with compliance standards. Always maintain confidentiality of client information. Maintain and update CRM System (Redtail) for client and prospect contact. Maintain filling system in Redtail including all customer documents. Perform maintenance functions on Redtail: Including but not limited to address changes, closing accounts, opening accounts, adding contacts, closing contacts, notes, assigning tasks, follow-up with customer contacts. Open and close accounts; including completing customer information on Client Central and Redtail systems, obtain account number by opening account on appropriate system, scan and submit paperwork to SalesForce, mail funds, blotter funds, submit to checks and securities folder, add to pipeline, assign tasks for anniversaries, thank you notes, investment transfer log, add to tag groups and keywords. Follow up on ACH requests, distribution requests, beneficiary changes, depositing of checks, account transfers and any other daily account transactions. Process FinCEN check. Process all SF Account Supervision inquiries from Woodbury. Create and maintain procedures within CRM System (Redtail). Work as a team with departmental counterparts on planning and implementing assigned projects and products. Participate on various committees and project teams as deemed appropriate by management. Attend, actively participate in organization, job specific training offered, and Quality Service programs. Adhere to all applicable Policies and Procedures of BankWest organization. Community involvement is strongly encouraged. Other duties as assigned.