What are the responsibilities and job description for the Administrative Assistant position at Axio Wealth Management?
Company Description
Axio Wealth Management collaborates with business owners and executives to go beyond traditional investment planning, offering a team-based approach to achieving financial goals. Our seasoned wealth managers partner with a network of professionals, including tax experts, insurance specialists, and estate attorneys, to provide comprehensive financial solutions. Founded to support successful families, our firm emphasizes expertise and tailored guidance to meet clients' unique needs. As an affiliate of J.W. Cole Financial, Inc., and J.W. Cole Advisors, Inc., Axio Wealth Management is dedicated to compliance and professional integrity while delivering high-quality advisory services.
Role Description
This is a part-time on-site role for an Administrative Assistant located in American Fork, UT. The Administrative Assistant will be responsible for managing clerical tasks, supporting executives with administrative needs, maintaining schedules, and ensuring smooth daily operations. Responsibilities include handling phone communications, managing appointment calendars, organizing files, drafting routine correspondence, and providing general administrative support to ensure the efficiency of office workflows.
Qualifications
- Proficiency in Administrative Assistance and Clerical Skills
- Strong Phone Etiquette and Communication abilities
- Experience in Executive Administrative Assistance
- Attention to detail and excellent organizational skills
- Proficiency with standard office software and tools
- Ability to handle confidential information with discretion
- Professional and customer-focused demeanor
- High school diploma or equivalent required; additional administrative training is a plus