Welcome to Martin Wealth Solutions(www.PlanWellRetireHappy.com), your guiding light in financial planning, nestled in the vibrant community of Christiansburg, VA. Celebrated for our personalized approaches to retirement planning and wealth management, we're not just a firm; we're a close-knit community. Our dynamic marketing strategy ensures our voice is heard across national TV, radio, online channels, and engaging live events, drawing clients to our exceptional expertise. At Martin Wealth Solutions, we do more than just prepare for the future; we ensure its prosperity.
Martin Wealth Solutions is in search of a driven and skilled Administrative Assistant to support our quickly expanding clientele.
PAY: $18.00 - $21.00per hour
Duties:
- Streamline client onboarding.
- Provide superior client service.
- Oversee investment and insurance paperwork.
- Gather client feedback and assess satisfaction.
- Partner with the advisory team to achieve goals.
Basic Requirements:
- High school diploma
- Knowledge of investment or insurance paperwork.
- Strong communication, multitasking, and time-management skills
Why Martin Wealth Solutions?
This isn't just a job; it's a career-making move. We offer competitive remuneration, but more importantly, a chance to profoundly impact our clients' lives while learning, growing, and developing as an advisor into who you want to become. We're more than a financial advisory firm; we're in the business of transforming lives through exceptional service.
Martin Wealth Solutions is an equal opportunity employer, committed to providing a welcoming and inclusive environment for all employees.
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
Work Location: In person