What are the responsibilities and job description for the Administrative Asssitant position at Vista Wealth Solutions?
Hoffman Financial Group is looking to fill a position for an Administrative Assistant.
Do you take pride in a job well done and seek to exceed expectations?
We value organized and detail-oriented professionals who are self-starters and life-long learners who like helping people achieve their dreams. We are looking to add a committed
team player seeking to join our growing firm. The Administrative Assistant’s role is a valued position within our team, where the associate will support two senior advisors in their day-to-day operations, enhancing the advisor’s role, client success, and firm’s growth.
How will you help support our clients and practice?
Do you take pride in a job well done and seek to exceed expectations?
We value organized and detail-oriented professionals who are self-starters and life-long learners who like helping people achieve their dreams. We are looking to add a committed
team player seeking to join our growing firm. The Administrative Assistant’s role is a valued position within our team, where the associate will support two senior advisors in their day-to-day operations, enhancing the advisor’s role, client success, and firm’s growth.
How will you help support our clients and practice?
- Work directly with our team of experienced Financial Advisors
- Manage client information database system
- Perform work tasks, follow-ups, and workflows with a high attention to detail, with the ability to reliably ensure complete accuracy of data and documents.
- Act as point of contact and coordinator between advisor(s), clients, team members and industry partners
- Preparing client letters and other written communication as requested
- Interfacing with the compliance officer and practicing compliance.
- Assistance with the management of the advisor’s calendars and emails
- Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to the service model
- Approach all scenarios with a “how can I help improve this” mindset
- Consistently seek to enhance existing processes to reduce friction and provide a “Wow!” client experience with every interaction
- Honest and full of integrity. Understanding that we are helping clients with an important, integral, and intimate part of their lives, their money.
- A natural service provider who derives their energy from a supporting role
- Excellent communicator in both verbal and written mediums
- Comfortable in a fast-paced work environment offering variety and constant evolution
- Technologically savvy and embracing the continued adoption of industry-leading technology and processes
- Associate or bachelor’s college degree preferred. Not required.
- Prior personal, administrative, or executive assistant experience, preferred but not required
- Prior investment or insurance industry experience would be helpful, but not necessary
- Excellent interpersonal, oral, and written communication skills
- Dedication to detail and accuracy
- Computer skills (Microsoft Office Skills – Word, Outlook, Excel, PowerPoint, Teams, OneNote)
- Industry Technology Platform Experience – eMoney, Wealthscape, Envestnet, EZapp
- Familiarity with CRM software or client database management
- Full-time position
- Monday to Friday; daytime and in-person position in our Horsham, PA office
- No weekends
- 401k
- Health benefits included if needed