What are the responsibilities and job description for the Administrative Assistant position at Ocean's Edge?
Job Title: Administrative Assistant, Financial Services
Located: Bend, OR
Job Description:
Ocean’s Edge is looking for a full-time Administrative Assistant to support their growing wealth management team. If you are a detail-oriented professional, have a passion for delivering an exceptional client experience and are interested in the financial services industry, this position is for you.
Essential Duties and Responsibilities:
Duties include but are not limited to:
o Prepare and process new account paperwork for advisors and clients
o Prepare any additional follow up forms for clients per advisor’s request
o Create and maintain client accounts
o Manage and handle advisor notifications
o Setup meetings and maintain calendars
o Follow through with all paperwork to ensure it is in good order
o Manage in and outbound call with professionalism
o Mail agreements, brochures, and other client account paperwork to clients
o Research and resolve account issues or miscellaneous questions for clients and advisors
o Maintain files and prepare correspondence and documents for advisors and clients
o Maintain a professional office environment
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
o Strong technology/computer aptitude
o Identify and resolve problems in a timely manner
o Intuitive and resourceful to gather, analyze and resolve complicated issues
o Respond promptly and accurately to client questions and needs
o Meet commitments and maintain confidentiality
o Exhibit sound and accurate judgment
o Demonstrate accuracy and thoroughness
o Monitor own work to ensure quality
o Strong attention to detail
o Strong time management skills
o Thrive in a fast-paced environment
Education and/or Experience:
Associate degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. Series 7, 63, 65 and/or 66 is preferred but not required. Knowledge of investments, financial operations, insurance, and trusts are a plus.
About Ocean’s Edge:
Ocean’s Edge has a dedicated commitment to continued education to ensure that an advisor remains up to date with the latest strategies, tools, and insights to navigate complexities effectively. Additionally, the advisor engages with a community of professionals such as tax experts, estate planners, and legal advisors can provide a comprehensive approach to financial planning. This collaborative network allows for a thorough consideration of all aspects of a client's financial situation, from tax-efficient investment strategies to comprehensive estate planning. By working with an advisor who values ongoing learning and partnerships, clients can be confident that their financial well-being is guided by the most current expertise and a diverse range of specialists, tailored to client’s unique goals and circumstances.
How to apply:
If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of Danny and send to: careers @ financial advocates.com. Please use your last name somewhere in your resume's file name.
If you are a qualified candidate, we will respond by phone or email. Please note, emails from us may go into your spam/junk file.
We look forward to hearing from you!
Pay: $20.00 - $30.00 per hour
Expected hours: 40.0 per week
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person
Salary : $20 - $30