Inclusively is partnering with a financial services company to hire a Field Supervision Administrative Assistant II.

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

The Admin can be Hybrid or Onsite and will be required to be geographically located near the St. Louis office to perform work in the office 2-3 days a week.The Field Supervision Department plays a critical role in achieving the Compliance Division's purpose of promoting our client's best interests and options by partnering to improve our culture of compliance and enable the best experience for all. Our associates are our greatest asset, and the opportunity to increase our client impact is directly related to our success in attracting, retaining, and developing a talented and diverse workforce. We are seeking an Administrative Assistant II for the Field Supervision Department in Compliance. This role will perform various administrative duties, including answering multiple phone lines, managing calendars, preparing daily work and filing and distributing mail. The ideal candidate is a highly organized self-starter who demonstrates customer service skills, typing skills, filing experience, spreadsheet experience, and effective math skills. Excellent computer and excel skills are required. Key Responsibilities:May include some or all Administrative Assistant essential functions, plus:
Utilizes knowledge of the firm's organizational structure, Forums, Division functions, and current initiatives to make appropriate connection points and update the head(s) as appropriate
Prepares and delivers responses (written and verbal) on behalf of manager(s) requiring advanced knowledge of relevant subject matter
Prepares the manager for meetings
Obtains and organizes information for use in conferences, speeches, reports and/or meetings
Prepares meeting materials and assists with the development of presentations
Develops, edits, proofs, and/or formats documents for presentation
Other duties as assigned

The Admin can be Hybrid or Onsite and will be required to be geographically located near the St. Louis office to perform work in the office 2-3 days a week.

• High School Diploma or equivalent
• 5-8 years related experience
• Able organizational skills with ability to set priorities and handle multiple tasks
• Self-motivated and ability to work autonomously
• Must have good verbal and written communication skills and a customer service orientation to handle internal and external contacts
• Advanced proficiency in Microsoft Outlook, Word, OneNote, Excel, PowerPoint, SharePoint and Adobe Professional
• Completes work with a limited degree of supervision
• Likely to act as an informal resource for associates with less experience
• Moderate problem-solving skills; problems may be non-routine
• Proven ability to handle confidential information with discretion
• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating. It was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating. It has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.For the 23rd time, it has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. It ranked No. 35 on the prestigious 2022 list.

2022 Best Places to Work For LGBTQ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. It scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ Equality.

Job Type: Full-time

Schedule:

• Monday to Friday

Work Location: In person