Administrative Assistant $31,200-$39,520 Hours 9am-3pm M-F
Responsibilities:
• Assist in scheduling appointments, gathering necessary documents for client files, and updating all relevant information as needed.
• Make phone calls to clients for appointment reminders, gather information, and address inquiries under the direction of financial advisors.
• Handle administrative tasks such as managing calendars, organizing client files, and maintaining client databases.
• Provide exceptional customer service and promptly address client inquiries and requests.
• Assist in implementing investment strategies, including portfolio rebalancing, investment trades, and account transfers.
• Maintain up-to-date knowledge of industry regulations, compliance standards, and best practices.
Qualifications:
• Outlook 365/Outlook suite experience or understanding, dropbox
• Previous experience in a similar role within a financial planning firm is preferred.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to make professional and courteous phone calls.
• Ability to work collaboratively in a team-oriented environment.
• Ability to work in a fast-paced environment.
Health Insurance will negotiate, 401k after 1 year
Closed 1 ½ week at Christmas and another week in the year
