Join our dynamic team at a well-established firm with a solid reputation. As a distinguished independent organization, we excel in wealth management and the creation of effective retirement plans. We are committed to empowering our clients by equipping them with the knowledge and tools needed to make informed and strategic financial decisions.
Position: Administrative Assistant
Salary: $37,000-$40,000 (60and 90 day raise incentives, quarterly bonuses)
Role Summary:
We are seeking an Administrative Assistant to join our financial advisors' office in a pivotal role. In this essential position, you will oversee the client onboarding process, respond to inquiries, manage important documents, and enhance client satisfaction. By joining our team, you will contribute significantly to our commitment to delivering exceptional financial services.
Duties:
- Streamline client onboarding.
- Provide superior client service.
- Oversee investment and insurance paperwork.
- Gather client feedback and assess satisfaction.
- Partner with the advisory team to achieve service goals.
Preferred Skills:
- High school diploma
- Strong communication, multitasking, and time-management skills.
- Attention to detail.
- Familiarity with the financial sector and products.
- Proactive and a positive attitude.
- Problem-solving aptitude with a client-centric mindset.
Join a progressive team that values innovation and career growth. Enjoy competitive pay, a supportive environment, and numerous advancement opportunities. Your efforts will directly benefit our clients, enriching your professional journey.
We ardently support diversity and inclusion, valuing the unique insights each employee brings.
Job Type: Full-time
Pay: $37,000.00 - $40,000.00 per year
Benefits:
- Health insurance
- Paid time off
Schedule:
Work Location: In person