Administrative Assistant

Job Description

Job Title: Administrative Assistant

Report To: Advisor

Job Status: Part-Time W-2 with benefits (30 hours/week with potential to flex to 40 hours/week as needed)

Location: Remote in the state of Tennessee

Financial Clarity Guides a growing financial planning firm, is seeking an Administrative Assistant to assist with the mission of helping clients achieve their financial goals through a holistic approach. This is an opportunity to play a key role in a small, rapidly growing company where your potential to excel is unlimited.

Website: www.fcguides.com

Job Summary

The Administrative Assistant is responsible for providing excellent service, support, follow-through and administrative tasks with the purpose of delivering an exceptional client experience. The Administrative Assistant specializes in client experience to ensure that Financial Clarity Guides is an efficient and organized office allowing the advisor to focus on building client relationships.

Responsibilities include but are not limited to:

Office Administration:

• Administratively support the Financial Planner in achieving stated company goals and objectives
• Ownership and management of account opening and client servicing for the team
• Manage and complete all other administrative tasks as requested
• Responding to emails & calling clients when necessary
• Assess and improve time efficiencies, processes, and workflows
• Marketing assistance
• Lead team meetings reviewing status of account openings/team projects
• Collaborate with Financial Planner to uncover growth opportunities
• Act as accountability partner
• Maintain a clean and orderly virtual office environment

Knowledge, Skills and Abilities:

• Organized and attentive to detail.
• Self-starter, with a can-do attitude and exceptional work ethic.
• Able to work independently, as well as in a team environment
• Ability to multi-task.
• Excellent written and verbal communication skills.
• Great people skills.
• Good technology and computer skills (MS Office). Able to learn and adapt to new technology.
• Adaptable and willing to grow with the firm.

Education and Experience

• High school diploma required; bachelor’s degree preferred.
• Administrative Support Experience required.
• Experience in the financial services industry preferred.
• Insurance License Preferred (Life/Health License), but not required
• Investment License Preferred, but not required

Benefits:

• Health insurance
• 4% match on 401k
• Group long term disability insurance
• Group life and vision insurance
• 15 days PTO
• 1 additional PTO day per year for volunteer work
• 8 paid holidays

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cooper Financial Group, a Registered Investment Advisor. Cambridge, Cooper Financial Group, and Financial Clarity Guides are not affiliated.

Job Type: Part-time

Pay: $20.00 - $27.00 per hour

Expected hours: 30 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• This will be a remote position with occasional in person planning meetings with the advisor, who lives in Spring Hill, TN. For that reason we're looking for someone within 1 hour of Spring Hill. How long would it take you to drive to Spring Hill, TN?

Experience:

• financial industry: 1 year (Preferred)

Work Location: Remote