Job Information
COMMERCIAL HOLDING CO Administration Assistant (CBTC Investments) in Paris, Tennessee
Role and Responsibilities:
Answers telephone promptly
Returns calls and follows up on all client service issues
Sets up/confirms appointments for Program Manager
Maintains contact management system by:
- Imaging paperwork
- Entering tasks or requests
- Appointment notification
- Calls to be returned by Manager
Generating reports
Checks monthly commission report for accuracy; follows up on unpaid commission.
Prepares requested documentation for various audits and examinations by internal and external auditors.
Files statements and client-related materials
Maintains LPL/Redtail Database
Coordinates charges and write-offs as requested
Maintains client files as outlined in Written Supervisory Procedures manual
Keeps Manager apprised of operational and compliance updates
Monitors compliance with CE requirements
Submits, tracks, and follows up on advertising and literature requiring approval/revisions as requested Monitors technology requirements
Maintains LPL compliance logs for quarterly submission.
Performing direct mailings and advertising
Assisting and following up in obtaining compliance approval on all seminar materials and presentations.
Assisting in preparation of seminars and other marketing materials in conjunction with Creative services
Assisting with the follow up process of marketing strategies and seminars including contacting attendees, etc
Managing website marketing and updates.
Qualifications and Education Requirements
Associate degree or 3 years of relevant experience
Preferred Skills:
Customer service, tact, and public relations expertise
Excellent oral and written communication skills
Detail oriented
Excellent math skills
Excellent tech skills
PC use with experience in Excel, Word, and database management
Commercial Bank and Trust Company is an Equal Opportunity Employer-M/F/Vets/Disabled