Administrative Assistant for Wealth Management Advisor

We are looking for a full time Administrative Assistant Professional to support an experienced, successful, and rapidly growing financial planning and insurance firm. We are seeking a professional who is naturally organized, skilled at efficiently preparing paperwork, and enjoys servicing clients at a superior level.

Roles/Duties

• Handle all day-to-day responsibilities for the advisors they support. This includes and is not limited to scheduling and coordinating meetings and other general administrative functions.
• Demonstrate ability to interact professionally with clients by phone and in person
• Interact well with other team members, home office associates and other business relations
• Assist in client appointment preparation
• Assist with client correspondence and meetings (client mailings, phone calls, faxes & emails)
• Maintain a working knowledge of technology and be resourceful as to how technology can assist with business goals
• Prepare mailed correspondence and other communications in a timely manner
• Assist with client events and other marketing support as needed
• Strict adherence to client confidentiality policies and guidelines
• Work independently, effectively, and efficiently
• Perform other duties as assigned.

Experience/Skills:

• Detail oriented and able to work in a fast-paced environment.
• Committed to communicating and providing exceptional customer service.
• High degree of comfort managing multiple tasks simultaneously.
• Strong character and positive mindset.
• Ability to effectively prioritize workload and meet deadlines.
• Proficient with Microsoft Office with a major focus in Excel.
• Experience with CRM (Customer Relationship Management) Systems

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Experience:

• Wealth management: 1 year (Preferred)

Work Location: In person