Administrative Assistant

It is time to explore new challenges in your career. Hamsher Wealth Management is an independent, privately-owned financial services company in Greenwood Village, CO. We are looking to add an Administrative Assistant to our team.

Our Investments in You:

·       PTO

·       Paid Holidays

The Expertise We’re Looking For:

·       Proficiency with Microsoft Office suite, including Excel (Required)

·       High school degree or equivalent (Required)

·       Willingness to become a Notary (Required)

·       Prior Administrative Experience (Preferred)

·       Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Successful Administrative Assistant:

·       Strong people skills

·       Able to communicate verbally and in writing

·       Strong attention to detail and organization

·       Able to learn and adapt to changes

What You Will Be Responsible For:

·       Set and confirm calendar appointments

·       Greet consumers on the phone and in person with a warm and welcoming approach

·       Answer incoming calls and transfer all calls to the appropriate personnel

·       Communicate with clients and companies on behalf of financial advisor and firm

·       Track prospect-to-client process

·       Assist with coordination and execution of marketing campaigns and events

·       Assemble meeting preparation documents pertaining to the client/prospect

·       Collect all vital information for all paperwork

·       Enter client information into the CRM system

·       Assist in completing annuity and life insurance applications plus track application process

·       Process new business applications with detail and accuracy and submit to appropriate carriers

·       Obtain necessary documents and signatures from clients for carrier approval

·       Perform other clerical duties such as filing, photocopying, collating, faxing etc.

·       Maintain and organize office files and documentation

·       All other duties as assigned

Pay: $21-$24/hr

Hours:

·       Monday – Thursday: 9:00am-4:00pm

·       Friday: 10:00am – 1:00pm

Check us out!

-        Website: https://hamsherwealthmanagement.com/index.html

If you feel like we would be a good fit for each other, apply now!