Company Summary: Kemp Harvest Financial Group is an independent retirement services firm founded by Mark Kemp in 1989. As we've grown, we've stayed true to our founding values of integrity, communication, and relationship. We believe in providing personal, professional, and prudent financial planning to each client and specialize in a personal comprehensive approach. Kemp Harvest is proud to follow Christian principles in our business operations and those principles define how we do business.
Position Summary: The Executive Assistant gives a positive first impression to all callers and visitors, with their warm and friendly personality. They are responsible for maintaining the flow of business in a fast-paced environment. Primary responsibilities include answering incoming phone calls, scheduling client appointments, managing incoming and outgoing mail, and managing the calendar.
Responsibilities:
Desk Representative
- Serve as primary receptionist by answering calls and directing to appropriate staff.
- Maintain office appearance including lobby area and break room.
- Maintain client information in CRM database with impeccable accuracy (managing appointments, updating client information, etc.)
- Manage financial advisors' calendars including scheduling client and prospective client meetings, vendor/industry meetings and internal meetings.
- Handle or escalate client issues as needed.
- Process incoming and outgoing mail.
- Order office supplies.
- Perform routine clerical duties and assist financial advisors and staff as needed (make copies, send faxes and emails, obtain signatures, etc.).
Client Relations
- Build and maintain strong relationships with existing and new clients.
- Welcome clients into the office. Provide a warm and friendly atmosphere. Offer refreshments and conversation.
- Ensure client information is reviewed and verified on a regular basis.
- Handle various client issues as assigned.
Miscellaneous
- Attend client functions when necessary.
- Assist with firm mailers when needed.
- Create and update processes and procedures.
- Special tasks and projects as assigned.
Profile:
- Warm, friendly, outgoing, and conversational personality.
- Excellent communication skills - in person, over the phone and via email - with clients, vendors, and staff members.
- Ability to learn and adapt to new technology and software programs.
- High level of organization, strong attention to detail and ability to multi-task.
- Ability to maintain a reliable work schedule.
- Capable of using good judgment and possessing sound decision making abilities.
- Adaptable to a fast paced and dynamic work environment while maintaining a calm demeanor.
- Possesses a positive attitude and willingness to go above and beyond to assist clients and colleagues.
- Proven ability to wisely monitor and manage personal emotions.
- Possesses critical thinking skills.
- Willingness to take initiative.
- Ability to work independently, while proving to be a team player.
Education and/or Experience:
- High School diploma required
- Bachelor's degree strongly preferred
- 2+ years Administrative/Reception experience
- Proficient in Microsoft Office applications