Financial Services Associate

Administrative Assistant

Job Description

A Southfield financial services company is looking for an experienced Administrative Assistant. This position is ideal for a well-organized person who enjoys multi-tasking, working with both technology and people, and is looking for a career in the financial services industry.

Key Duties and Responsibilities

• Providing administrative support to Financial Advisor's practice for effective service and maximum sales performance.
• Introduced advisors to Marketing Gateway; Content Library, Social Media tools and Newsletters on Demand.
• Provide instruction on ComplianceMax; User and Quick Start Guides.
• Review Social Media requirements, training and Erado Installations.
• Provide sample Marketing for Client Kit Folders.
• Consult and guide Financial Advisors in the setting up of their website with FMG Suite.
• I Doc for Compliance documents.
• Account View orientation and instruction.
• Assist Financial Advisors in initial phase of moving website through compliance.
• Orientation on filing DBA’s and other forms of submission.
• Submitting as well as creating business cards, letterhead, etc.
• Creating/Re-creating advertising and submitting to compliance for approval.
• Scanning, updating data bases as needed.
• Event planning, miscellaneous projects as needed.

Desired Skills and Experience

• Exceptional oral, written and interpersonal communication skills.
• Must have experience with Quickbooks
• Strong technical skills.
• Social Media Marketing.
• Detail oriented with solid follow-up capabilities.
• Committed to delivering exceptional customer service.
• Database maintenance experience, such as Salesforce, Access or Redtail.
• Must be proficient with Microsoft Office, Excel and PowerPoint.
• Professional appearance and demeanor.
• 3 years of administrative office experience.

Job Type: Part-time

Pay: From $25.00 per hour

Expected hours: 24 per week

Application Question(s):

• Indicate why you want to work in financial services industry.

Education:

• Associate (Preferred)

Work Location: In person

Salary : $25