JOIN OUR TEAM

Administrative Assistant

Position may be Full-Time or Part-Time

Preston, Maryland

About us -

We are a successful financial planning practice with multiple expanding offices. We are currently looking to hire a “Director of First Impressions” for our office in Preston, MD. Our team is cohesive, collegial, fast-paced, and professional. Together, we provide our clients with an extraordinarily high level of service. A significant component of this service is our team and our support process. While our business is very fast-paced, we also have fun and enjoy inserting humor throughout our day. Though each of us wears many hats, one you would not expect to wear is that of saltwater fish feeder and fish wrangler!

About you –

• You are an aspiring administrative professional who is looking to grow in their career and obtain experience in the financial planning field.
• You seek an opportunity to be recognized as an integral member of a professional team. Most importantly, you want to be able to apply your many talents to our business.
• You like to be part of a team, but you work well independently and take charge of your delegated tasks & responsibilities.
• You are a problem solver, are tenacious when it comes to follow through and details rarely slip through your grasp.
• You are punctual, as well as naturally very well-organized in your work and daily life.
• You have a positive attitude, are a logical thinker, and a self-starter with excellent communication skills.
• You have a willingness to do whatever it takes to provide top-tier service to our clients.

Job responsibilities –

• Provide a friendly reception to our clients upon arrival for a meeting
• Answer a multi-line phone system for our office and assist with backup for other offices
• Assist Practice Manager with client service requests and follow-ups
• Provide manufacturing and preparation support for client meetings, including binding presentations
• Assist in maintaining client records and compliance support documentation
• Assist us with maintaining our CRM system
• Create great looking documents in Microsoft Office Suite
• Other administrative and office duties/projects as needed

Requirements –

• Minimum of one year in an office setting is required
• You are proficient in MS Word, Outlook, PowerPoint & Excel and may also have mastered many other industry related programs & databases in your previous positions/experiences.
• Technical savvy with phone, computer, and CRM systems
• A two-year college degree is preferred

We offer –

A supportive, professional, and collegiate environment, with plenty of learning opportunities and possibility of growth. Benefits include paid time off, 11 paid holidays, life insurance, short- and long-term disability, and 401(k) safe harbor and profit-sharing. Working hours are Monday-Friday, 8:00 – 4:30. We also have flexibility for working from home for special circumstances.

NOTE: Selected applicant will be subject to eligibility requirements including fingerprinting, drug screening, passing a background and credit check.

To apply-

Submit your resume along with a cover letter in response to this posting. We’d love to see your communication skills! Please feel free to also include your wage/salary requirements (commensurate with your experience).

While we are an Equal Opportunity Employer, please note that we are not permitted to offer the position to non-U.S. Citizens.

Financial planners from this office are registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

CRN-5906453-082423

Job Types: Part-time, Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 25 – 40 per week

Benefits:

• 401(k)
• Flexible schedule
• Paid time off

Schedule:

• Day shift
• Monday to Friday

Ability to commute/relocate:

• Preston, MD 21655: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Preferred)

Experience:

• CRM software: 1 year (Preferred)
• Phone etiquette: 1 year (Preferred)
• Customer service: 2 years (Preferred)
• Administrative: 2 years (Required)

Work Location: In person