Administrative Assistant

Position: Administrative Assistant

Business & Location: SageCreek Planning - Fredericksburg, Virginia

Job Description:

Our small downtown Fredericksburg office is looking to make a BIG impact and expand. Do you enjoy making a team impact while making a difference in others lives? Are you detail-oriented? Can you provide exceptional customer service? Can you multi-task, adjust, adapt, and overcome when necessary? Are you committed to constant improvement and embrace change? Then, SageCreek Planning & Investments may be the place for you!

Qualifications:

· U.S. Citizen or Naturalized U.S. Citizen is required

· High School Diploma is required. Degree is preferred

· A minimum of 5-10 years of administrative experience required

· Solid experience using Microsoft (Word, Excel, Outlook and Teams) and Adobe is required

· Exceptional interpersonal, oral, and written communication skills

· Experience navigating CRM software and other related financial software packages is preferred

· Experience working in a financial management firm is preferred

Required Knowledge, Skills and Competencies:

· Exceptionally organized individual with a detail-oriented focus

· Provides an awesome first impression of our firm through customer service

· Displays a positive and friendly attitude (client interaction is required)

· Exhibits the values of integrity and honesty

· Operates effectively and efficiently in a team environment

· Inputs data accurately and generates detailed reports

· Handles multiple tasks simultaneously; adjusts and adapts well to unforeseen situations

· Follows directions precisely and adheres to strict and established policies and procedures

· Schedule multiple Advisor appointments, maintain calendar and proactively fulfill the office’s administrative needs

· Assist with producing client materials and meeting preparation

Full-time or Part-time: Full-time (40 hrs/week)

Benefits: Medical, Dental, Vision, 401k, Vacation & Sick leave

Please submit your Cover Letter & Resume.

Phone calls will NOT be accepted, thank you!

Job Type: Full-time

Pay: $40,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Education:

• High school or equivalent (Required)

Experience:

• Administrative: 5 years (Required)

Ability to Commute:

• Fredericksburg, VA 22401 (Required)

Work Location: In person

Salary : $40,000 - $70,000