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Berkshire Hathaway HomeServices Professional Realty
Dayton, OH | Full Time
$45k-57k (estimate)
Just Posted
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Administrative Assistant
$46k-57k (estimate)
Full Time
3 Months Ago
Sorry! This job is no longer available. Please explore similar jobs listed on the left.
Continuum Advantage is Hiring an Administrative Assistant Near Dayton, OH
About the Company:
At Callahan Financial Management Group, the company's mission extends beyond financial services – it revolves around a genuine care for individuals and their financial well-being. The team comprehends the significance of investment planning, wealth management, and retirement planning in shaping lives. By offering personalized solutions, the company genuinely aids clients in achieving their financial goals, with the ultimate aim of providing them with peace of mind. The office environment and team chemistry foster a welcoming culture for both employees and clients, creating an environment that mirrors its commitment to both professional excellence and a warm, inclusive culture.
About the Position:
Our client, Callahan Financial Management Group in Dayton, OH, is looking for a dedicated and detail-oriented Administrative Assistant to join their team. As an Administrative Assistant, you will play a crucial role in providing top-notch administrative support, ensuring seamless client service, and contributing to the overall success of the team.
Key Responsibilities:
- Manage client communication through phone calls, emails, and in-person interactions.
- Address client inquiries and requests promptly and professionally.
- Assist in scheduling client meetings and appointments.
- Handle paperwork related to client accounts, transactions, and regulatory compliance.
- Prepare and process money orders, both incoming and outgoing.
- Maintain organized and up-to-date client files and documentation.
- Assist in preparing client reviews, reports, and other administrative needs for multiple wealth advisors.
- Collaborate with team members to ensure smooth workflow and client service.
- Uphold strict confidentiality regarding client information and sensitive data.
- Build and maintain trust with clients and team members.
Work Schedule:
- Monday-Thursday
- Option for a 4-day work week, with Fridays off
- In-Office position located in Dayton, OH
Compensation and Benefits:
- $20-25/hour, depending on experience
- Medical
- 401k with company match
- Disability
- Life
- AD&D
Qualifications:
- 3-5 years of experience in a similar administrative position.
- Strong preference for candidates with wealth management experience.
- Proficiency in Microsoft Office Programs.
- College degree preferred.
Desired Traits:
- Detail-oriented and trustworthy.
- Personable, likable, with strong communication skills.
- Team player who contributes positively to the office dynamic.
- Familiar with computer use and phone skills.
If you're a detail-oriented, trustworthy, and personable administrative professional with a passion for wealth management, we invite you to apply now. Your journey towards a fulfilling career awaits—apply today to embark on this exciting opportunity!
The company provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination.
Job Summary
JOB TYPE
Full Time
SALARY
$46k-57k (estimate)
POST DATE
02/22/2024
EXPIRATION DATE
04/21/2024
WEBSITE
continuumadvantage.com
HEADQUARTERS
Waukee, IA
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