CNE LTD Administrative Assistant in WATERLOO, Iowa

Our client located in Cedar Falls is looking to add an Administrative Assistant to their team!iWorking hours are generally Monday - Friday; 8am - 5pm. Duties as follows:Submit new client set-up data on on-line systemSubmit new client account applications onion-line systemComplete financial account maintenance forms for submission to clientsSubmit completed client maintenance forms to corporate office and track completion by corporate officeComplete electronic log of incoming daily mail from clientsImage client documents for submission to on-line file systemPrepare client service/review letters on WordMonitor client case status on on-line system and work to resolve issuesInterpret client account information to answer client and advisor questionsPrepare Excel worksheets to compile client informationMonitor and respond to incoming e-mail on Microsoft OutlookDownload and follow up on weekly and monthly action reportsiUpdate list of client review dates monthlyCall clients to schedule review meetingsField incoming phone calls and respond to client questions and take messagesGreet clients coming in to the office for appointmentsMaintain and update list of client mailing addresses/work with corporate office to resolve un-deliverablesLearn and follow companyipolicies with regard to client confidentiality and data securityMaintain spreadsheets of certain advisor expensesFile hard copy materials in alpha client files