What are the responsibilities and job description for the Administrative Assistant - Bundza Wealth position at Kestra Financial Independent Advisor?
Bundza Wealth Management, a growing wealth management firm, is seeking an administrative assistant to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
Our mission at Bundza Wealth Management is to walk shoulder to shoulder with our clients while providing value, organization, and communication to their wealth management journey. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you.
The administrative assistant plays an important role in setting the tone for the organization. As the first and last person clients see when they are in the office. Handles the back-office functioning of our firm. With responsibility for the day to day operational duties of the firm, the administrative assistant helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.
Responsibilities & Activities
Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
- Handles incoming telephone calls.
- Sorts and distributes the mail.
- Sends periodic client correspondence.
- Coordinates the processing of client paperwork.
- Handles calendars for the Wealth Advisors and others in the office.
- Orders and handles office supplies.
- Coordinates outside vendors.
- Processes new contributions and redemptions.
- Coordinates compliance files for office.
- Handles miscellaneous operational activities.
- Develops and maintains written systems of all activities.
- Performs other duties as assigned.
- Coordinates client communication efforts.
- Manages website.
- Maintain Social media presence.
Knowledge, Skills, & Abilities
- Excellent attitude and an extraordinary client service orientation
- A strong focus on getting the details right
- Excellent organizational and time management skills
- An ability to handle multiple tasks within tight time frames
- Proficiency with Microsoft Office Suite
- Strong verbal, written, presentation, and interpersonal communication skills
- Previous securities industry experience helpful but not required
We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives. For more information about our company, please visit our website www.bundzawealth.com
If you’re interested in this opportunity, please send your resume to justin@bundzawealth.com . Given the high demand for this position, we’re only able to contact the most qualified candidates.
Work Location: On Site, In Office