[Fredslist] Mitlin Financial Is Looking to Add a New team Member-Please forward to your contacts

[Lawrence Sprung]

Dear all,

Mitlin Financial, Inc. is pleased to announce that we are looking for our next team member.  We are looking for a part time administrative assistant.  Preference will be given to those applicants that have previous experience in a financial services firm.

Here is an overview of the position and feel free to pass along to anyone that you know that may have an interest:


Position Description
Administrative Assistant
Position Overview
The primary responsibility of this position is to assist the firm by organizing and ensuring proper completion of all client paperwork, following-up on client service issues, maintaining files and performing various tasks as needed.

Position Requirements

  *   Ability to organize and prioritize work
  *   Strong detail orientation including the ability to review forms for accuracy and completeness
  *   Ability to create a positive work environment
  *   Ability to effectively function as a team player
  *   Ability to organize, prioritize and handle multiple tasks
  *   Ability to work under pressure and meet deadlines
  *   Ability to communicate with co-workers, clients and various business contacts in a courteous and professional manner
  *   Ability to be at work on a regular basis, which means arriving on time and ready to begin working at start time
  *   Skill in effective verbal and written communication
  *   Skill in operating various office equipment including personal computer, fax machine, copier, etc.
  *   Skill in utilizing various software packages such as Microsoft Office, Outlook, CRM, MoneyGuide Pro, Morningstar Office and Internet
  *   Strong interpersonal skills
  *   Preference is for someone with prior finance experience.
  *   This is a part-time position for someone looking to work around 15 hours per week, times are flexible for the right person.

Position Duties/Tasks

·       Organize, coordinate and maintain all client paperwork.

·       Correspond with clients to complete new accounts, asset transfers and other forms.

·       Maintain client files.

·       Take client service inquiries.

·       Resolve client issues and/or forward to appropriate person for handling.

·       Communicate with the custodian and product (mutual fund & insurance) contacts.

·       New client processing.

·       Maintain company CRM.

·       Prepare, edit and proofread routine correspondence such as memos, letters and emails; print, scan, save and save such documents in a readable format.

·       Answer phones and take accurate telephone messages; develop sense of clients and business associates to promptly and appropriately screen, respond and direct inquiries in a professional and polite manner.

·       Identify documents received for signature, print for execution, scan and email files to relevant parties; organize documents in electronic directory.

·       Maintain files such as correspondence files, document files and office files.

·       Assists advisor in servicing clients including preparing financial plans.

·       Responsible for preparing and summarizing client meetings by scheduling and confirming meetings, entering data into contact management system, creating the agenda and summary of meeting, escorting clients to advisor and providing the necessary follow up.

·       Prepares and ensures new business paperwork  is successfully completed-which includes preparing forms, obtaining appropriate signatures, prepare and send documents to home office and tracking new business.

·       Perform various miscellaneous tasks as assigned.
Anyone that is interested should email their resume to info at mitlinfinancial.com<mailto:info at mitlinfinancial.com> and be sure to include “Administrative Assistant Position” in the subject line of the email.

Feel free to let me know if you have any questions.

Regards,

Lawrence D. Sprung, CFP®
President
Mitlin Financial, Inc.
(631) 952-4466
www.mitlinfinancial.com<http://www.mitlinfinancial.com/>

Please visit my blog at www.lawrencesprung.com<http://www.lawrencesprung.com/>

Please Follow Us on  Twitter [Twitter Logo] <https://twitter.com/MitlinFinancial>

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(JX13369ID: [234924])
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