Administrative Assistant

Responsibilities:
- Prepare correspondence for advisor signature
- Copy and track all client and practice materials including business correspondence
- Copy and follow-up with home office on related issues
- Schedule client appointments and prepare agendas/ forms for appointments
- Conduct client appointment reminder calls and check-in calls on follow up items
- Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
- Perform other allowable duties as assigned by the financial advisor(s)

Clent Care

- Greet clients upon arrival and extend hospitality to clients
- Set up and maintain client management system
- Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
- Document client contacts/calls
- Track client special events and make appropriate contact per established client contact model

This is an excellent opportunity for someone who is organized, detail-oriented, and has strong computer skills. If you are looking for a challenging yet rewarding administrative role, we encourage you to apply.

Job Type: Full-time

Pay: $16.00 - $21.00 per hour

Expected hours: 40 per week

Schedule:

• 8 hour shift

Work Location: In person