The Client Service Assistant provides overall administrative support to the Advisor team. The assistant populates and maintains accurate client data in all reporting systems and completes administrative tasks and projects as directed by the team.

Essential Functions

• Schedules and attends team meetings
• Schedules and confirms client meetings
• Discusses and organizes the follow-up tasks with the Advisor, Senior Advisor or Managing Director after client meetings.
• Maintains a clean client on-line file (paper and/or electronic)
• Appropriately adds tasks or calendar items for viewing by the team
• Assigns or coordinates tasks appropriately to the other team members
• Prepares client engagement agreements and supplements
• Assists in implementing new clients through creating agendas, tasks, followup items
• Populates and maintains accurate client data in Tamarac and other reporting systems
• Assists in preparing documents for client meetings by:
• Analyzing data from prior meeting
• Updating balances of all accounts
• Reviewing outside assets information
• Determining agenda items
• Creating agendas for upcoming client meetings
• Assists with monthly invoices
• Assists with various client mailings, client events, etc
• Scans, copies, emails, or posts to portal documents for the team as needed
• Answers phone and takes initiative to handle the client's needs and questions
• Assists with client communications and requests via phone calls, emails, in-person meetings, etc
• Commits to ongoing education and professional development to remain current
• Fosters an environment of open, honest, and timely communications
• Completes other duties as necessary to ensure a strong team environment and incredible client service
• Ensures the values of Clayton Financial Group are incorporated into the duties and responsibilities of this position

Knowledge, Skills, & Experience