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Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? Norseman Advisory Group, a financial services firm with an office in Newport News, VA, has an opening for a full-time Administrative Assistant - and this is far more than just another job opportunity!
Our Investments in You:
· PTO
· Professional development
The Expertise We’re Looking For:
· Prior Experience Working in Microsoft Office Suite (Required)
· High School Diploma (Required)
· Prior Office Administrative Experience (Required)
· Prior Experience Working in Financial Advisory Industry (Preferred)
Key Traits of a Successful Administrative Assistant:
· Able to communicate verbally and in writing
· Able to learn and adapt to changes
What you will be Responsible for:
· Serve visitors by greeting, welcoming, directing and announcing them appropriately
· Answer incoming calls and transfer all calls to the appropriate personnel
· Check night messages first thing every morning & update night message as needed (holidays, etc.)
· Maintain security by following procedures and controlling access
· Onboard new and potential prospects from 3rd party marketing vendor into CRM system
· Upload client documents into CRM system for review
· Schedule follow-up appointments
· Perform other clerical receptionist duties such as filing, photocopying, collating, faxing etc.
· Follow up with the client and Financial Advisor(s) during the entire sales cycle. Including but not limited to, meeting follow up emails and phone correspondence, process documentation, etc.
· Build strong, meaningful relationships with clients
· Send out birthday and anniversary recognitions to clients
· Seminar planning and attending
· Maintain and organize office files and documentation
· Coordinate all marketing campaigns, databases, and client communication
· Manage marketing campaign for clients and prospects
· Manage, update and write responses for company social media platforms
· All other duties as assigned
Pay: $15/hr bonus potential
Check out our website: https://www.norsemanagi.com/
If you feel like we would be a good fit for each other, apply now!
Job Type: Full-time
Pay: $15.00 per hour
Benefits:
Schedule:
Education:
Experience:
Ability to Commute:
Ability to Relocate:
Work Location: In person
Full Time
Investment Management
$43k-54k (estimate)
04/13/2024
04/23/2024
norsemanfinancial.com
Newport News, VA
<25
Investment Management