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Who are we?
We are Flagship Financial Advisors, a Nashville-based, independent, privately-owned investment and wealth management practice providing fiduciary fee-based active management and other advisory services to clients throughout the United States. Our firm is staffed by professionals with more than six decades of collective financial advisory experience and supported by relationships with global investment research firms.
We have an opening for a Part-Time Administrative Assistant. This role is a key part of our growing practice and will help service our rapidly expanding client base. This part-time role will work a flexible schedule of approximately 24-30 hours per week and be in the office M-F between 9am and 3pm.
The team is seeking a dynamic and organized individual with 2 years of administrative or office assistant experience, preferably in the financial services or other professional industry, to partner with their advisors and work under the direct supervision of the Client Service Manager (CSM) to focus on the existing client base to provide an exceptional client experience and maintain office operations.
The Day-to-Day:
Duties and Responsibilities
Our Ideal Candidate:
Our ideal candidate is someone with a positive, upbeat attitude who is a strong team player, and who understands the importance of an impeccable level of service. This person must also demonstrate a genuine understanding of the importance that both new and existing client relationships have on the long-term success of the practice. We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Core Competencies:
Required Qualifications:
Preferred Qualifications:
Part Time
Investment Management
$44k-55k (estimate)
03/02/2024
04/11/2024
stratoswealthpartners.com
CAMAS, WA
50 - 100
2008
Private
TED ERICKSON
$10M - $50M
Investment Management
SWP provides financial advisory services for individuals and businesses.
The following is the career advancement route for Part-Time Administrative Assistant positions, which can be used as a reference in future career path planning. As a Part-Time Administrative Assistant, it can be promoted into senior positions as an Administrative Assistant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Part-Time Administrative Assistant. You can explore the career advancement for a Part-Time Administrative Assistant below and select your interested title to get hiring information.