A truly effective Business Support Staff should be self-regulating, possess both reliability and consistency, be able to learn and problem solve well, and have strong organizational skills.
Ability to juggle multiple projects with various advisors.
Exceptional customer service skills, over the phone and in person with prospects and clients.
Strong sense of urgency and problem-solving skills
Provide general administrative and clerical support including but not limited to mailing, scanning, faxing, and copying.
Maintain electronic and hard copy filing system.
Manage and scheduling calendar for Advisors.
Answer calls from potential clients regarding inquiries.
Prepare and modify documents including but not limited to applications, reports, spreadsheets, and emails.
Schedule and coordinate meetings, appointments and travel arrangements.
Review applications for completeness. Obtain additional information if necessary.
Attend and assist with client events and workshops.
Key Competencies
· Communication skills - written and verbal
· Planning and organizing
· Prioritizing
· Problem assessment and problem solving
· Information gathering and information monitoring
· Attention to detail and accuracy
· Flexibility
· Adaptability
· Customer service orientation
· Teamwork
