What are the responsibilities and job description for the Administrative Assistant position at MultiGen Wealth Services?
Administrative Assistant
Busy Financial Services Team seeks Professional for an Administrative Assistant, position is available for our Anacortes Washington office.
Description
Team Structure of 3, lead advisor, associate advisor and administrative assistant. This role is critical in the day to day operations that leads the team through organizing, communicating and delivering excellent client experiences. The primary responsibility is two areas; Internal Communication within the Team and current clients, Outbound Communication expressing our areas of focus and value proposition within the communities we serve. Being outgoing, organized, comfortable working with people and technology is required. With 40 client meetings monthly, the ability to communicate, schedule, prepare meeting reports, scan and upload and document is the bulk of the day to day for this position.
Compensation and Benefits
40 hours per week
PTO accruing 2 hours per 40 hours work
401k with 3% match and profit sharing available after 1 year
Requirements
Complete a background check and be approved by our Broker/Dealer and RIA Firm
Technology proficient: CRM, Online Scheduler, Box, Microsoft, Xcel, Word, Adobe
Strong communication & writing
Social Media
Strong organization and leadership
Ability to work independently