What are the responsibilities and job description for the Administrative Assistant position at Davis Wealth Advisors of Sullivan & Associates Wealth Management?
As an Administrative Assistant within our financial services practice, you play a critical role in supporting financial advisors and helping ensure clients receive excellent service. This role serves as the backbone of the practice, bridging the gap between the financial advisor and their clients by managing administrative tasks, client communications, and operational processes. The team will depend on you to help maintain client relationships by addressing service-related inquiries, processing account transactions, and assisting with meeting preparation.
About Davis Wealth Advisors of Sullivan & Associates Wealth Management:
Davis Wealth Advisors of Sullivan & Associates Wealth Management offers personalized wealth planning and investment advisory services tailored to help individuals and families achieve their long-term financial goals. Leveraging the resources of Wells Fargo Advisors Financial Network, the practice provides comprehensive solutions including wealth planning, retirement strategies, estate planning strategies, and insurance services, all designed to align with clients' unique life aspirations and financial objectives.
Compensation is commensurate with experience.
Responsibilities:
- Assist Financial Advisors (FA) in collection and distribution of client investment plans.
- Compile and send client review meeting packets and referral meeting packets.
- Assist in meeting scheduling, reminders, gather and input clients’ outside financial data as needed.
- Prepare, send, follow up and process forms and other operational functions as requested by FA(s) and/or clients.
- Provide service to clients via phone, email, written correspondence including but not limited to incoming calls/emails, questions regarding statements, online enrollment assistance, general account activity etc.
- Enter security order tickets after being approved by the FA(s) if registered.
- Provide marketing assistance as needed including, coordinating with marketing vendor(s), website operations, client mail/email and client events.
- Catalog and submit vendor invoices as requested.
- Take client meeting notes as requested by FA(s).
- May perform various administrative functions as needed.
- Other duties as assigned.
Required Skills:
- Excellent and professional communication with the team via conference/Zoom calls, phone, email etc.
- Strong written communication skills with the ability to compose clear, concise, and professional correspondence, reports, and documentation.
- Positive attitude, willingness to engage in various business projects and initiatives.
- Ability to assist and train new team members as needed.
- Strong computer skills and knowledge of Microsoft Office products.
- Attention to detail.
Qualifications:
- Bachelor’s degree in Finance, Business Administration in a related field or equivalent experience is desired.
- Financial services, banking, insurance office, and/or customer service experience preferred.
- Team player, eager to collaborate with others.
- Exceptional interpersonal and client service skills.
- Strong organizational and analytical skills; process orientated.
- Strong written and verbal communication and grammatical skills.
- Ability to navigate client concerns, report complaints as appropriate to FA(s) and compliance officer.
- Ability to manage a variety of tasks and prioritize individual workload responsibilities.
- Ability to work with strict confidentiality requirements, as well as utilize good judgment in the preparation and distribution of confidential information.
Our practice provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Davis Wealth Advisors of Sullivan & Associates Wealth Management is a separate entity from WFAFN.
Pay: $40,000.00 - $60,000.00 per year
Work Location: In person
Salary : $40,000 - $60,000