Must-Have Skills
5+ years of related financial servicesbankingor legal experienceClient Service: inbound and outbound callsemailand in-person interactionsAccount Management: account openinghandling account transfers and other requestsAdministrative & Operational Support: scheduling appointmentspreparing materials for client meetingsmanaging correspondence and supporting marketing initiativesTechnology: Strong computer literacy with willingness to learn MoneyGuideSalesforceMicrosoft Office
Tools & Platforms
MoneyGuideSalesforceMicrosoft Office
Hard Skills
Administrative tasksScheduling appointmentsClient correspondenceDocumentationPreparing materials for client meetingsMarketing initiativesSOP updatesMoneyGuideSalesforceMicrosoft Office
Soft Skills
Analytical ThinkingAttention to DetailAdaptabilityConversational SkillsDigital Tool UtilizationTeam Collaboration
Keywords for Your Resume
senior branch office administratorithaca nybankingfinancial servicesclient serviceaccount managementadministrative tasksschedulingmoneyguidesalesforcemicrosoft officefull-timebranch operationsmarketing initiativesoffice administrator
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