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
Meet Kelly Collum, our seasoned Professional Recruiter at Staffers since January 2000. However, she has been in the industry over 32 years alongside our President, Beth Henry. Kelly thrives on making a meaningful impact on people's lives. When not matching talent with opportunity, Kelly enjoys Spinning and has been a Reformer Pilates instructor for 27 years. In her downtime, she cherishes moments with her husband, adult children, and adorable first granddaughter. Kelly's favorite escapes? The beach and tropical islands, where relaxation meets adventure. At Staffers, Kelly finds immense reward in helping individuals secure a better future—it's truly life-changing!
