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Client Administrator - West Lebanon, NH

compensation: To be discussed.



Job Description:
  • Completes a wide range of word processing and spreadsheet tasks, including correspondence, reports, tables, and agreements that require a high level of proficiency and knowledge of generally accepted formatting principles.
  • Prepares documents for client signatures and internal paperwork to open new accounts and maintain existing accounts. Answers incoming telephone calls determines purpose of caller, and forwards calls to appropriate personnel or department.
  • Drafts written communication for Financial Advisors.  Corrects, edits, and provides punctuation as necessary to ensure that the final copy conveys the intended meaning and is correct in detail.




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post id: 7747508196

posted:

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