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NEW! Financial Services Assistant

Financial Services Assistant

The Voya Financial Advisors branch office in Pittsford, NY is seeking a highly professional, experienced candidate to keep our busy office moving and organized. This integral position will provide administrative support, excellent customer service, and manage day-to-day business operations.

RESPONSIBILITIES:

  • Help advisors prepare for client meetings
  • Maintain client records in CRM and update accordingly
  • Process new business, prepare/complete all forms correctly and submit for processing
  • Track all pending account changes/transactions; follow up on outstanding tasks
  • Digitally file all correspondence and client related documents, forms, and statements
  • Schedule client meetings and manage advisor calendar using TimeTap
  • Answer/return phone calls and handle all client service issues; log calls in CRM
  • Prepare all day-to-day outbound mail (postage, labels, etc.)
  • Responsible for all aspects of office management, including ensuring office operations and procedures are organized and maintained, equipment is in working order; maintain relationship with outside vendors and professionals; track and order all supplies; coordinate and handle all activities associated with keeping the office running smoothly

REQUIRED SKILLS/KNOWLEDGE/REGISTRATIONS:

  • 2+ years of experience in the financial services field
  • FINRA Series 6 or 7 registration preferred but not required
  • Notary Public license a plus
  • Strong organizational skills; detail oriented; ability to maintain attention to detail while under pressure
  • Strong decision-making and analytical skills; ability to work independently
  • Technologically savvy with ability to quickly understand various databases and programs; willingness and ability to troubleshoot any technology-related issues that arise (within capacity)
  • Proficient in Microsoft Excel
  • Excellent interpersonal, oral, and written communication skills
  • Ability to prioritize, multi-task, and follow through

JOB TYPE: Full-time (flexible)  

PAY: Commensurate with experience  

SCHEDULE: 35 hours/week, M-F 

Submit Resume Here