Administrative Assistant

The Administrative Assistant supports the team and provides essential clerical, organizational and operational support to ensure the smooth operation of the local Financial Advisors office.

DUTIES:

1. Customer Relations Expert

2. Managing correspondence (email/phone)

3. Organizing files

4. Account Setup & maintenance (Paperwork prep & status update to clients)

5. Maintains & Updates information in our Client Relationship Management (CRM) Software (Redtail)

6. E-Document filing

7. Monthly Correspondence Report

8. Client reporting through One View portal

9. Marketing Materials (MyCMO)

10. Annual Reviews - Pull and verify accuracy of Albridge reports; Verify any KYC missing data or updates needed

QUALIFICATIONS

Proven experience as an Administrative Assistant, Virtual Assistant, or Office Administrative Assistant.

Excellent written and verbal communication skills.

Attention to detail and problem-solving skills. Critical thinking ability is a must.

Handle confidential and secure information and documents.

Well-versed in the Microsoft Office Suite (esp. Word, Outlook, and Excel).

Excellent time management skills and the ability to prioritize work and multitask.

Strategic mindset that can envision the big picture – and still take care of the small details.

A passion to strive for excellence.

Positive, upbeat, self-starting, and can-do attitude.

Ability to stay graceful under fire.

Ability to compile, organize, prepare, and maintain an assortment of records and reports.

BENEFITS

· 401(k) with company match

· Medical and Dental Insurance, Vision, LTD at cost to employees

· Life Insurance

· Short-term disability

· Flexible vacation/personal paid time off

· Dedicated paid time off for philanthropic volunteer opportunities

COMPENSATION AND APPLICATION PROCESS

Compensation will be discussed during the interview process. Starting rate of $17 per hour.  If you are selected from our resume review, you will be contacted to begin the in-person interview process. Please do not solicit the company directly.