Administrative Assistant

We are looking for an Administrative Assistant to perform a variety of administrative tasks and support our company's investment advisory team. The Administrative Assistant is a sales support position and is expected to enhance the client experience by providing exceptional customer service, supporting office functions as needed, and serving as operational support to the branch Sales Assistant. The assistant is responsible for understanding firm policies and procedures that will allow them to interact with the company's Operations Department as well as with new and existing clients. To be successful in this role, you should be well-organized, have exceptional time management skills and be someone who thrives in a collaborative, team-oriented environment. Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to our team.

We are a rapidly expanding company with numerous growth opportunities. For the right candidate, there is significant potential for fully sponsored career advancement. Upon obtaining FINRA licenses, you can progress into a Sales Assistant role, where you will support our financial advisors and play a crucial role in our team's success.

Responsibilities

• Provides administrative support to the branch Sales Assistant, acts as the point of contact among executives, employees, clients and other external partners
• Professionally managing incoming telephone calls and courteously greeting visitors upon their arrival
• Sorting, reading and annotating incoming mail and documents, disseminating information flow in a timely and accurate manner
• Format information for internal and external communications - memos, emails, presentations and reports
• Open and update new accounts
• Organize and maintain a FINRA compliant filing system, assist in the compliance review process

Skills

• Proficient in Adobe Acrobat and MS Office Word, Excel, Outlook
• Excellent customer service, communications and organizational skills
• The ability to work on multiple projects with competing timelines
• Work independently as well as collaboratively within a team environment
• Positive attitude, high energy and professional demeanor
• Excellent written and oral communication skills
• Ability to exercise good judgment by recognizing urgency and setting priorities
• Must pass a basic background check
• Ability to quickly understand new concepts and learn new technology and systems

Work Remotely

• No

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

• Paid time off
• Professional development assistance

Schedule:

• Monday to Friday

Application Question(s):

• Have you obtained an SIE or any securities licenses ?

Education:

• Bachelor's (Preferred)

Experience:

• Administrative Assistant: 1 year (Preferred)

Work Location: In person

Salary : $40,000