What are the responsibilities and job description for the Office Assistant position at Gold Shield Wealth?
We’re seeking an organized and client-focused Office Assistant to support our fast-growing financial advisory practice. If you're detail-oriented, professional in your communication, and thrive in a dynamic work environment, this role could be the perfect fit for you! A federal background check and/or fingerprinting is required prior to employment.
💼 What You'll Do
- Handle inbound/outbound calls with prospects and clients
- Provide administrative and operational support to the financial advisor and team
- Update calendars, schedule client meetings, and coordinate events
- Manage financial seminars on occasion
- Prepare client correspondence, reports, and documentation
- Build and maintain strong client relationships
- Handle client inquiries with discretion and exceptional service
- Maintain and organize digital and physical files (including using Adobe Acrobat and other tools)
- Assist with tracking client data and follow-up communications
🌟 Who You Are
- Exceptional communicator with strong writing and interpersonal skills
- Comfortable working in a client-facing, fast-paced setting
- Skilled in Microsoft Office Suite and document management tools
- Meticulous, reliable, and enthusiastic about supporting a high-standard team
- Strong customer service skills
- Prior experience in financial services or administrative support is a plus
🤝 What We Offer
- Supportive, professional work culture
- Opportunities for professional growth and development
- A chance to be part of a client-centered, detail-driven team
- $16-$18 hourly pay
- PTO & Paid Holidays
Ready to bring your organizational skills to a place where precision meets purpose? Apply now or share this with someone who’d be a great match.
Salary : $16 - $18