JOB DESCRIPTION
New Account Representative
Employee will learn the account opening and maintenance process from start to finish. Employee will become efficient in preparing & uploading the necessary documents for daily business operations.
Key Responsibilities:
- Answer phones
- Schedule and confirm appointments for Advisors
- Prep Applications and paperwork for Applicants
- Process paperwork with the back office
- Manual data entry
- Scan and shred client files
- Greet and direct clients and guests
- Accept deliveries, disburse mail
- Light Administrative duties
- Shop for office supplies
