• Field client inquiries and resolve service issues• Administer new client accounts, gather missing client information, and verify client documentation.• Prepare reports for client review meetings.• Process client paperwork for investments and/or insurances.• Process and track account transfers.• Provide ongoing account maintenance.• Properly record all interactions within customer relationship management software.• Answer, screen and transfer inbound phone calls.• Receive and direct visitors and clients.• General clerical duties including photocopying, fax, mailing and emailing.• Maintain electronic and hard copy filing system.• Data maintenance and document scanning.• Prepare and modify documents through Microsoft Office including Word, Excel and PowerPoint.• Open, sort and distribute incoming correspondence.

Office Administration• Manage Calls/Walk Ins• Set/Confirm Appointments• Sort/Respond Incoming Mail• Manage Service Requests, Wires, Faxes, E-Mails• Process Trade Confirmations• Maintain Branch-Office Record Keeping• Order Supplies and Marketing Literature• Process Branch Expenses• Maintain Personal Work Space and Office EquipmentAccount Processing• Estate Administrative Processing• Cash Instruments Administrative Processing• Securities Administrative Processing• Mutual Fund Administrative Processing• Account Opening/Closing Administrative Processing• Insurance/Pension Administrative Processing• Retirement Administrative Processing• Trade Administrative Processing• Notations Relative In Calendar and Activities Client Service• Financial Assessment & Solutions Processing• Preparation of Cost Basis for Client or Tax Preparer • Portfolio Preparation/Updates • Answer Client Administrative Questions About Financial Statements• Provide Market Information or Quotes• Provide Financial Hypotheticals and Calculations• Respond to All Client Inquiries on Administrative QuestionsBusiness Development• Manage Administrative Aspects of a Proactive Contact Management Strategy• Process Marketing Mailings• Promotion of Allowable Saving, Spending and Borrowing Solutions• Promotion of Account Services• Planning and Handling Logistics for Events (Seminars, Broadcasts)• Key Referral Marketing (Accountants, Attorneys, Solicitors)Self-Development• Mentor Other Business Office Administrators• Train Other Business Office Administrators• Support Regional Activities• Annual Review of Compliance Manual• Learn System Enhancements• Review Firm Information

• Answer telephone calls and assist customers by providing prompt and courteous service.• Handle orders, complaints, and other inquiries.• Perform data entry when orders are completed or changed.• Maintains customer database by inputting customer profile and updates.• Follow up on sales leads.• Direct sales leads to appropriate member of sales team.• Provide estimates of jewelry and watch repair.• Respond to emails, phone calls, and other forms of correspondence.• Order Supplies.• Maintain Personal Work Space and Office Equipment.• Stay informed of store policies, procedures, and promotions.

• Greet guests, take beverage orders from the restaurant servers or directly from guest.• Mix drinks, cocktails and other bar beverages as ordered and in compliance with company standards.• Check identification of guests to verify age requirements for purchase of alcohol.• Handle an assigned house bank and follow all cash handling procedures.• Collect payment for drinks served and balance all receipts.• Ensure that the assigned bar area is fully equipped with tools and products needed for mixing beverages and serving guests, prepare inventory or purchase requisitions as needed to replenish supplies.• Serve snacks or food items to guests seated at the bar where appropriate.• Demonstrate a thorough knowledge of food and beverage products, menus and promotions.• Maintain a clean working area by sweeping, dusting, cleaning, of glass doors and windows, etc. as needed.• Other duties as assigned.