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Do you want to support a high-achieving financial producer? Are you naturally curious? Are you someone that loves to solve problems? Have you ever been called outrageously organized? If so, this role may be for you!
Perspective Wealth Advisors (PWA), a high-growth financial planning firm under Northwestern Mutual, is seeking a highly organized and detail-oriented Administrative Coordinator to join our dynamic team. The successful candidate will play a pivotal role in ensuring the smooth operation of our administrative processes, providing exceptional support to our Principal/Wealth Management Advisor, Steven Weigandt, and the broader PWA team.
Key Responsibilities:
1. Process Organization: Develop and maintain efficient processes to support business operations.
2. Calendar and Email Management: Coordinate all aspects of the Principal's calendar and email communications.
3. Task Accountability: Provide support to ensure the Principal's tasks are completed efficiently and on time.
4. Personal Calendar Assistance: Assist with personal calendar matters for the Principal as needed.
5. Task and Project Coordination: Develop and implement systems to ensure task and project completion, as well as effective communication within the team.
6. Team Administration: Support the administrative needs of the entire PWA team.
7. Financial Support: Assist with financial management and organization tasks as required.
Qualifications:
Benefits:
Competencies:
Interpersonal Communication: Builds rapport, fosters teamwork, and navigates critical conversations effectively.
Prioritization: Focuses on what's most important, eliminates distractions, and creates focus for self and team.
Good Judgement: Combines personal qualities with relevant knowledge and experience to make sound decisions.
Self-Starter: Operates effectively with minimal supervision, thinks critically, and problem-solves.
Dedication: Committed to high-quality work, aligns goals with team objectives, and stays motivated.
Humility: Free from egotism, welcomes diverse perspectives, and actively incorporates them into the workplace culture.
About Perspective Wealth Advisors:
At Perspective Wealth Advisors, we simplify financial lives by connecting the dots for our clients. Our model allows us to provide specialized attention to each client's unique financial situation, empowering them to feel confident and secure in their financial futures.
Join our team and be a part of our mission to help clients achieve financial security and build lasting legacies. If you meet the qualifications and are eager to contribute to our dynamic team, please submit your resume and cover letter detailing your relevant experience. We look forward to welcoming you to PWA!
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
Schedule:
Education:
Experience:
Ability to Relocate:
Work Location: In person
Full Time
$45k-56k (estimate)
04/23/2024
04/23/2024
elmaninsurance.com
San Jose, CA
<25
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They may correspond with clients and office staff, train and supervise other administrative employees and complete a number of projects and office-related responsibilities.
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Administrative coordinators handle clerical, archiving and administrative duties and coordinate general administration within organizations.
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Administrative coordinators typically organize, supervise, and facilitate this workflow. They also lead other administrative workers by assigning tasks, developing skills, and planning administrative projects.
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The Administrative Coordinator has the authority to enforce the Standards of Behavior and works to ensure that the Mission, Vision and Values of the organization are upheld on a daily basis.
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They also lead other administrative workers by assigning tasks, developing skills, and planning administrative projects.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Administrative Coordinator jobs
Strong administrative assistants excel at organization, management of multiple peoples' time and expectations, and have a self-starter attitude, getting things done before others recognize the need.
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Knowledge on word processing using spreadsheets and travel logistics.
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Streamlining of volunteer administrative processes
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Bilingual (English / Korean) administrative coordinator is a plus.
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Have at least 3 years nonprofit administrative or program support experience.
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