Administrative Assistant

Job Description

ABOUT JOB

Our client  is seeking either an Administrative Assistant or a Registered Support Staff member to join the practice. Will work alongside current Administrative Assistant and two Financial Professionals in a business casual office setting to service clients, support business operations, and grow the client base.

The Administrative Assistant will be responsible for providing administrative and operational support to the financial advisor. The ideal candidate will have a business background, strong organizational skills, high computer literacy, and enjoys seeing projects through to completion. This candidate will be able to learn new skills, assist clients in a calm and confident manner, and will make a significant contribution to the team without the typical pressure from sales or prospecting activities. The Administrative Assistant will assist the advisors in many areas of the practice including answering inbound calls, preparing new account and account servicing paperwork, performing outbound calls to various financial institutions, data collection, file keeping, providing excellent customer service both in person and over the phone, facilitating and resolving client service requests, maintaining office schedule of appointments, generating and mailing correspondence, and completing any other administrative tasks as assigned.

Preferred Skills

· Committed to superior customer service

· Highly organized and able to work in a fast-paced environment

· Comfortable managing multiple tasks simultaneously

· Able to work independently, takes initiative, reviews own work for accuracy

· Professional, positive attitude.

· Handles confidential and sensitive information in a safe and responsible manner.

· Completes task with accuracy and in a timely manner.

· Communicates well and clearly with all generations of clientele.

*Salary will be commensurate with experience.

Job Type: Full-time

Pay: $22.00 – $25.00 per hour

Benefits:

• Paid time off
• Retirement plan

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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