What are the responsibilities and job description for the Administrative Assistant position at Boehler+Stedry Financial Advisors?
Administrative Assistant Wanted
Join our team! We are looking for a dependable, organized and detail-oriented Administrative Assistant. The ideal candidate will be friendly, have strong communication skills, excellent time-management abilities and comfortable managing multiple tasks.
Key Responsibilities
· Answer phone calls, manage incoming/outgoing emails and mail
· Schedule appointments and manage advisors’ calendars
· Prepare documents and correspondence
· Maintain files and assist with data entry
· Order office supplies and maintain inventory
· Greet clients and visitors in a friendly, professional manner
· Provide support to advisors and staff with day-to-day administrative tasks
· Communicate with investment companies and clients on a limited basis
· Maintain confidentiality of company, employee, and client information
· Perform other administrative duties as needed
Qualifications
· Previous administrative or office experience
· Strong communication and organizational skills
· Excellent attention to detail
· Ability to multi-task and prioritize responsibilities
· Proficiency with Microsoft Office and computer systems
· Professional, dependable, and positive attitude
· Experience or interest in the securities industry preferred, but not necessary
· MUST pass a background check
· MUST pass an introductory securities exam (SIE) within 6 months of hire date
What We Offer
· Competitive Pay (based on experience)
· Paid time off for vacation/sickness/holidays
· 401k
· Opportunities for growth with additional licensing
· Hours: Monday – Thursday 8:30 – 5:00, Friday 8:30 – 4:00
Work Environment
We are a small, friendly financial services firm that takes pride in working as a team to serve our clients. Positivity, good humor and a can-do spirit are each a valued plus!
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Work Location: In person