A local Guilford Financial Services firm is seeking an administrative assistant. Financial Investment Services experiences preferred.

Job duties will include but not limited to:

Triage phone calls internally and externally
Schedule appointments using multiple calendars for prospects/business meetings
Run reports within Salesforce system to further schedule appointments that are overdue
Run reports within Portfolio Insights to prepare for client meeting
Detail oriented with summaries from calls/service requests and the ability to transmit into Salesforce
Client Meeting preparation, including populating forms with data
Daily confirmation of scheduled assets outgoing/incoming. Revisions to list as necessary is needed

Assisting with client communication. Must be or willing to become familiar with custodial account administration for TD Ameritrade and/or Charles Schwab.

Familiarities with these technologies desired:

skype
join.me
gotomeeting
salesforce
portfolio insights
Microsoft office

Please reply with Resume.