Job Description
Qualifications
Strong organizational skills and attention to detail
Excellent verbal communication and a warm, professional demeanor
Comfort with basic office software and willingness to learn new tools
Reliability, discretion, and a positive attitude
Ability to work part-time hours on-site
Benefits
Become part of a supportive and knowledgeable team dedicated to client success
Enjoy a positive, collaborative work environment where your contributions truly matter
Gain hands-on experience in financial services operations and build valuable professional skills
Responsibilities
Keep Our Office Running Smoothly: Manage incoming and outgoing mail, track and process checks, and maintain essential office supplies so everything stays organized and efficient
Support Client Interactions: Answer incoming calls with a friendly, helpful attitude, make confirmation calls to ensure clients have what they need, and coordinate small client gatherings and wholesaler visits
Maintain Accurate Records: Scan and process checks, log and track client details into our CRM, and help with generating important reports like CDs, UITs, and RMDs
Uphold Quality Standards: Shred sensitive documents securely, support basic data verification tasks, and help keep our workspace clean and presentable
Add a Personal Touch: Send thoughtful birthday, anniversary, holiday, and sympathy cards to strengthen client relationships and show we care
Job description
About Us:
We are a well-established financial advisory practice dedicated to guiding clients toward confident financial decisions. Our team takes pride in offering personalized service and creating a welcoming environment for every visitor. We’re seeking a detail-oriented Administrative Assistant to join us part-time and support our daily operations.
What You’ll Do:
• Keep Our Office Running Smoothly: Manage incoming and outgoing mail, track and process checks, and maintain essential office supplies so everything stays organized and efficient.
• Support Client Interactions: Answer incoming calls with a friendly, helpful attitude, make confirmation calls to ensure clients have what they need, and coordinate small client gatherings and wholesaler visits.
• Maintain Accurate Records: Scan and process checks, log and track client details into our CRM, and help with generating important reports like CDs, UITs, and RMDs.
• Uphold Quality Standards: Shred sensitive documents securely, support basic data verification tasks, and help keep our workspace clean and presentable.
• Add a Personal Touch: Send thoughtful birthday, anniversary, holiday, and sympathy cards to strengthen client relationships and show we care.
What We’re Looking For:
• Strong organizational skills and attention to detail.
• Excellent verbal communication and a warm, professional demeanor.
• Comfort with basic office software and willingness to learn new tools.
• Reliability, discretion, and a positive attitude.
• Ability to work part-time hours on-site.
Why Join Us?:
• Become part of a supportive and knowledgeable team dedicated to client success.
• Enjoy a positive, collaborative work environment where your contributions truly matter.
• Gain hands-on experience in financial services operations and build valuable professional skills.
• If you’re ready to bring your administrative talents to a trusted financial advisory firm, we’d love to meet you! Please submit your resume and a brief cover letter telling us why you’re the perfect fit for our team.
