What are the responsibilities and job description for the Administrative Assistant – Part Time - Springfield, MO position at Advisor Talent Solutions?
Position: Administrative Assistant – Part Time
Firm: Gregory Financial
Location: Springfield, MO
Overview:
Gregory Financial is a retirement focused financial advisory firm based in Springfield, MO committed to helping individuals and families build lasting financial security. We are excited to add a part time Administrative Assistant to our team!
If you’re detail-oriented, organized, and love communicating with people, you’ll fit right in with our friendly crew. Your days will be filled with supporting the owner, helping clients, and contributing to an office culture that’s positive, supportive, and never boring. Come help us keep things running smoothly and enjoy coming to work every day!
What you’ll do:
- Answer phones and greet clients in a friendly, positive, and warm manner
- Be the first point of contact for prospects and clients
- Assist clients with issues and concerns
- Build and improve upon client relationships
- Maintain the firm’s CRM system through accurate data entry and database management
- Set appointments with clients and assist the owner with calendar management
- Maintain office filing system, both paper and electronic
- Assist with various marketing objectives including creating content and posting to various social media platforms (LinkedIn, Facebook, etc.)
- Assist financial advisor with client service-related tasks
- Other industry-specific tasks as needed
What We’re Looking For:
- High School Diploma
- 3 years’ experience in an administrative role
- Demonstrates strong proficiency and confidence working across various platforms and operating systems; Microsoft 365 including Outlook, Word, Excel, creating email signatures, OneDrive, Calendly, ChatGPT and Google
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Excellent communication; written and verbal
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
- Financial industry experience is a plus!
- Experience with Snappy Kraken software
What You’ll Get:
Pay & Perks:
- $22.00/hour - $25.00/hour
Schedule:
- Fully in office: Monday – Thursday, 10am – 3pm (flexible) and Friday’s as needed
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Salary : $22 - $25