Administrative Assistant

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office?

Baum Financial Services in The Villages, FL is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business.

The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily.

If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

A sharp phone presence and a love for building rapport with our prospects and clients is a must!

Minimum Requirements :

• 2 years of administrative office experience in a fast-paced environment
• Bachelor's Degree preferred
• Financial industry experience preferred
• Advanced skills with MS Office Suite
• CRM experience preferred

This position requires that you possess the following skills :

• Ability to prioritize projects and manage time
• Savvy customer service, to include excellent communication, both verbal and written
• Strong follow-through
• Good-natured, positive attitude
• Ability to demonstrate persistence to achieve quality

Responsibilities :

Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to :

• Answer phones and greet clients in a friendly, positive, and warm manner
• Be the first point of contact for prospects and clients
• Maintain office supplies and outgoing correspondence
• Assist clients with issues and concerns
• Build and improve upon client relationships
• Database management
• Set appointments with clients and assist the Advisor with calendar management
• Pre-appointment preparation including compiling account summaries
• Maintain office filing system, both paper and electronic
• Record notes from client conversations
• Assist with various marketing objectives
• Other industry-specific tasks as needed
• Assists Back - Office support initiatives and / or core projects that support Advisory teams - including client review reviews and prospects plan prep
• Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.
Salary :
• $20-$25 BOE
• $20-$25 BOE

Benefits

After 6 months :

• Full health insurance, including dental and vision
• Generous PTO and Comp time
• 401(k)
• Annual bonus

Hours :

• Monday Friday
• 8 : 30am-5 : 00pm
• Some evenings required for client events

Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs.

Please take a moment to explore our website at https : / / aesplacement.com / and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors.

If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Last updated : 2024-05-14