What are the responsibilities and job description for the Administrative Assistant position at FMI Financial Management, Inc.?
Company Description
FMI Financial Management, Inc., based in Waynesboro, VA, is a holistic and independent financial planning firm with over 30 years of experience in the financial industry. The firm provides comprehensive financial planning, estate planning, investment services, and insurance solutions tailored to clients' unique needs and goals. Founded by David L. Elmore, a CERTIFIED FINANCIAL PLANNER® professional, FMI is guided by the core value "To Glorify God and Serve People." FMI partners with LPL Financial, a registered investment advisor and member of FINRA and SIPC, ensuring expert advisory services and operational integrity.
Role Description
This is a full-time, on-site Administrative Assistant role located in Waynesboro, VA. The Administrative Assistant will support day-to-day office operations, including handling administrative tasks, managing communications, assisting executives with schedules and correspondence, and performing clerical duties. The role requires a high level of organization, attention to detail, and professionalism to maintain smooth office functionality.
Qualifications
- Proficiency in Administrative Assistance and Clerical Skills for efficiently managing tasks and ensuring operational processes run smoothly.
- Strong Phone Etiquette and Communication skills to interact effectively with clients, colleagues, and external stakeholders.
- Experience in Executive Administrative Assistance, such as scheduling meetings, managing calendars, and handling executive correspondence.
- Exceptional organizational skills with the ability to prioritize tasks and manage time effectively.
- Proficiency with standard office software and tools (e.g., Microsoft Office Suite).
- A professional demeanor, attention to detail, and proactive problem-solving abilities.
- High School Diploma or equivalent required; additional certifications in administrative support or management are a plus.
- Prior experience in financial services or related industries is an advantage.