What are the responsibilities and job description for the Administrative Assistant position at Laurus Wealth Management?
Job Title: Administrative Assistant Financial Services
Located: Vancouver, WA
Job Description:
Laurus Wealth Management in Vancouver, WA is looking for an Administrative Assistant to join the team of financial professionals. The Administrative Assistant plays a key role in serving clients and will be responsible for assisting the advisors with the day-to-day administration and paperwork, building client relationships, and managing workflows.
The ideal candidate for this role is reliable, resourceful, a good problem solver, organized and has acute attention to detail. Demonstrating a steady completion of workload in a timely manner is key to success in this position. Client service and establishing strong relationships with clients is a top priority.
Essential Duties and Responsibilities include but not limited to:
- Prepare and complete new business paperwork
- Manage & Maintain the Client Relationship System (CRM)
- Answer incoming calls, take messages, field routine questions and follow-up
- Schedule and coordinate client, advisor, and office meetings
- Emails, reports, and general client correspondence
- Organize, file, and maintain electronic and hardcopy paperwork
- Support advisor with client meeting preparation and subsequent follow up activities
- Handle and maintain client’s personal information and data entry projects with diligence, accuracy, and confidentiality
Competencies:
- Exceptional communication skills, both verbal and written
- Superior organization skills and dedication to completing projects promptly
- Detail-oriented and comfortable working in a fast-paced office environment
- Proficient in MS Office with expertise in Microsoft Word, PowerPoint, Excel, and Outlook
- Enthusiastic, coachable, and positive attitude towards work and others
- Self-starter, resourceful, and requires little supervision
- Client-centric, outgoing, professional
- Strong personal integrity and discretion
Education and/or Experience:
Associate degree or higher degree in business related field or equivalent related experience and/or training is preferred. An overall understanding of the investment industry and how a financial advisor conducts business a plus.
About Laurus Wealth Management:
Laurus Wealth Management is based in Vancouver, Washington and serves clients throughout the country. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of planning for their financial future. Whether their goal is preparing for retirement, business succession, college savings, or designing an estate/legacy strategy, our personalized service focuses on their needs, wants, inspiration and financial goals and objectives. Our team of professionals have years of experience in financial services. It is our privilege to work with and serve our clients through all the stages of their life.
Job Type: Full-time
Pay: $24.00 - $30.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $24 - $30