Wealth Management Administrative Assistant

Position Summary

Well-established financial services practice is seeking an office assistant with integrity and a sense of responsibility to provide administrative support, with a willingness to learn financial policies and procedures. This is a paid position with a chance for ongoing advancement.

"We strive here to have a culture that gives each individual respect, growth and peace of mind".

Job Duties:

• Interacting face-to-face, via zoom and by phone with clients
• Assist with scheduling and coordinating meetings
• Managing documents and files
• Assisting in various daily operations

Essential Job Skills and desired characteristics

• Career minded and interested in opportunities to advance professionally
• Being well-organized
• Reliability
• Strong work ethic
• Productivity
• Professionalism
• Problem-solving and critical thinking skills
• Good technical, interpersonal and communication skills
• Teamwork and collaboration skills
• Computer Literate
• Strong attention to detail
• Math and spelling skills
• Friendly demeanor with excellent customer service skills

Requirements

** MUST be a Texas or Louisiana resident
** Valid ID and Social Security Card
** High School Diploma or GED
** Complete Criteria Corp Skills Assessment, immediately upon completion of phone interview.
** Provide 3 Professional References at the time of phone interview
** Pass a background check, drug screen, and credit check.

Dress Code to include the following:

• Professional "Front Office" presence
• Shoes of a comfortable nature and business appropriate should be worn.
• Body piercing jewelry will be worn in the earlobes only. Gauging of the ears is not professionally

appropriate and not acceptable. Facial jewelry must not be worn and retainers may not be worn in place of the jewelry. Band aids may not be used to cover up piercings.

• Management reserves the right to require employees to keep tattoos covered. Tattoos in conspicuous areas

such as the face and neck are not permitted.
* Hair must be a natural color. Unnatural colors such as purple, pink, green, and the like are not permitted. * Unnatural patterns such as horizontal stripes and animal print are not permitted.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year D.O.E.

Benefits available after completion of staffing contract may include:
**Bonuses
** 401K options
**Paid vacations

Work hours are Mon-Fri 7:30 a.m.-4:30 p.m. with 1 hour for lunch.

Dress Code is Business Professional

CURRENT AND DETAILED RESUMES MUST ACCOMPANY APPLICATION, AND DETAIL WORK EXPERIENCE, RELEVANT TO THE JOB POSTED, IN ORDER TO BE CONSIDERED.

ONLY SERIOUS APPLICANTS NEED APPLY.