Job Title: Administrative Assistant

Status: Full Time in Cleveland, OH; Non-Exempt

Pay Range: $43-55K annual salary, depending on experience

Relevant Work Experience: 2 years office administrative and client service experience

Job Category: Administrative and Support Services

About us -

Our firm provides creative, common-sense financial solutions to successful corporate executives, both active and retired, whose complex compensation plans are based significantly on publicly traded corporate stock. We have the experience, knowledge, and expertise with these plans that most generalist financial advisors lack, and we offer an array of services seldom seen at such firms.

About you –

You enjoy helping clients, developing rapport, and making sure they are taken care of. People often comment on your warm, friendly, and professional presence. These are the soft skills you possess:

· You have outstanding oral and written communication skills, and enjoy speaking to clients

· You are naturally very organized with very strong attention to detail

· You can handle pivoting to changing priorities in a fast-paced environment

· You value your work life, enjoy learning, and have the aptitude to learn new things quickly

· You like to work independently and often can figure things out on your own

· You are self-motivated when it comes to your personal performance

Roles and Responsibilities –

This administrative position is full time, 40 hours per week, and located in our office in Beachwood, OH.

We are looking for a dynamic and driven administrative professional to join our high-performing team.

· Prepare and process new account paperwork as directed by the operational team

· Prepare any additional follow up forms for clients per the operational team’s requests

· Manage inbound calls from clients and partners with professionalism

· Assist administrative team with client scheduling

· Manage Lead Advisor’s calendar as directed by administrative team

· Update and maintain CRM system as directed by operational and administrative team

· Assist in preparing client mailings and communication

· Maintain files and prepare correspondence and documents for advisors and clients

· Miscellaneous tasks as directed by the Owner

Key requirements –

· 2 years prior administrative experience preferably supporting an executive and working directly with clients; prior work in wealth management is highly desired

· 2 years of client service experience is required

· Excellent verbal and written communication skills

· Strong proficiency in Microsoft Office Suite 365 – particularly Word, Excel, and Outlook

· Strong computer aptitude: ability to learn new systems quickly

· Experience with CRM/Database systems is a plus (we use Redtail)

We offer -

A supportive and professional environment, a salary commensurate with experience and a real opportunity for professional development. Eligible for contributions to a 401K plan with a 3% employer match to employee deferrals, a basic life policy and long-term disability. Additional life, dental, vision, short-term disability and other ancillary benefits are available to employees at their cost. Equal Opportunity Employer

This financial planner is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-6518690-040124

Job Type: Full-time

Pay: $43,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Life insurance
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• Associate (Preferred)

Experience:

• Administrative: 2 years (Required)
• Customer relationship management: 2 years (Required)
• Wealth management: 1 year (Preferred)
• Microsoft Office: 4 years (Required)
• CRM software: 1 year (Preferred)

Ability to Commute:

• Beachwood, OH 44122 (Required)

Ability to Relocate:

• Beachwood, OH 44122: Relocate before starting work (Required)

Work Location: In person