- Answer incoming calls, greet visitors, and maintain office supplies including marketing and new account opening materials.
- Assist Financial Advisors (FA) and Client Associates (CA) with clerical/administrative assistance such as mass mailings or coordinate vendor/wholesaler events.
- Accurately record all checks, securities and/or coupons received from clients and ensure that they are credited to the proper accounts.
- Maintain a high level of confidentiality.
Required Skills:
- Minimum of 1 year office or customer service experience (including internships, part-time positions)
- Basic computer skills including Microsoft Office
- Basic understanding of financial services
- Good verbal and written communication skills.
- Detail orientated, strong math and organizational skills
- Able to work effectively in a fast-paced, deadline-oriented environment
- Strong customer service skills
Nice-to-have
- Associate's degree or Bachelor's degree
- Able to manage multiple demands and competing priority
As a Store Associate, you’ll be responsible for merchandising and stocking product, cashiering, and cleaning to keep the store looking its best. You’ll enhance the customer shopping experience by working collaboratively with the ALDI team and providing exceptional customer service.
