What are the responsibilities and job description for the Administrative Assistant position at Chartpoint Financial Group?
About The Firm
Chartpoint Financial Group is a small, comprehensive financial advisory services firm specializing in long-term wealth accumulation and preservation for individuals, families and small businesses. It is located in Arlington, MA. The firm is in an expansion phase, which includes the acquisition of another financial advisory firm.
This is currently a remote, part-time, contract-to-hire position. $32/hr.
Position Overview:
- Provide administrative support for client services, including client onboarding, maintenance of client accounts, facilitating scheduling, and client communications.
- Contribute to service and operations, process improvement, and technology.
- Contribute to firm’s profile and business development initiatives.
Primary Responsibilities:
- Correspond with clients to complete new accounts, execute account updates and other documents.
- Maintain the calendar and client record via a CRM system.
- Assist with preparation of simple reports for client reviews.
- Keep current with systems, technology, documentation and other Best Practices elements.
- Provide general administrative support.
Qualifications:
- Experience with Microsoft Office (Word, Excel, Outlook).
- Strong communication, interpersonal and organizational skills.
- General technological savvy and proficiency.
- Able to maintain confidentiality.
- A generally pleasant and positive disposition.
- Motivated, individual, willingness to become vested in positive outcomes.
A Final Note:
Financial and/or economic literacy, while appreciated, is not a requirement for this position. However, some curiosity about the area of financial planning and the world of investing is preferable.
This position requires an FBI/CORI background check.
Salary : $33