Administrative Assistant for Financial Planning Team
About the position
Responsibilities
• Oversee daily office operations, including managing schedules, coordinating meetings, and maintaining office supplies.
• Assist with client inquiries, schedule appointments, and prepare necessary documentation for client meetings.
• Draft, proofread, and edit correspondence, reports, and presentations.
• Maintain and update client records and financial databases with accuracy and confidentiality.
• Handle incoming calls, emails, and mail, and perform general administrative duties as required.
Requirements
• High school diploma or equivalent required; Associate's or Bachelor's degree in Business Administration or a related field preferred.
• Minimum of 2 years of administrative experience, preferably in the financial services or wealth management industry.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience with Salesforce, SmartSheet, and Docusign/Adobe Sign preferred.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Comfortable with technology and able to learn new systems quickly.
• Proactive mindset and problem-solving skills.
Nice-to-haves
• Experience with Salesforce, SmartSheet, and Docusign/Adobe Sign preferred.
Benefits
• Hybrid work options available.
• Competitive hourly pay of $22-$26 depending on experience.
Apply Now
Apply Now
Responsibilities
• Oversee daily office operations, including managing schedules, coordinating meetings, and maintaining office supplies.
• Assist with client inquiries, schedule appointments, and prepare necessary documentation for client meetings.
• Draft, proofread, and edit correspondence, reports, and presentations.
• Maintain and update client records and financial databases with accuracy and confidentiality.
• Handle incoming calls, emails, and mail, and perform general administrative duties as required.
Requirements
• High school diploma or equivalent required; Associate's or Bachelor's degree in Business Administration or a related field preferred.
• Minimum of 2 years of administrative experience, preferably in the financial services or wealth management industry.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience with Salesforce, SmartSheet, and Docusign/Adobe Sign preferred.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Comfortable with technology and able to learn new systems quickly.
• Proactive mindset and problem-solving skills.
Nice-to-haves
• Experience with Salesforce, SmartSheet, and Docusign/Adobe Sign preferred.
Benefits
• Hybrid work options available.
• Competitive hourly pay of $22-$26 depending on experience.
Apply Now
Apply Now