Administrative Assistant

“We’ve built our business to empower our team and clients to live a life full of new beginnings.”

DeVerna & Co Financial is seeking a detail-oriented and personable Administrative Assistant to join our growing team. Our ideal candidate takes immense pride in their work and has a true passion for helping others. Working from the DeVerna & Co office in Perrysburg Ohio, the candidate will be part of a small, dynamic team that is dedicated to exceptional client service.

The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to the firm’s prospects, clients, and team members. Position requires team members to perform general administrative services such as supporting financial advisors, client maintenance needs and assisting with new business.

ABOUT US

“Every aspect of our client experience demonstrates that we view our clients as the hero in our story – not us.”

DeVerna & Co Financial is committed to providing the very best in independent financial planning and exemplary customer service. We are a team of dedicated financial advisors committed to helping clients meet their needs and goals in life.

WHAT WE OFFER

• Full time position based in Perrysburg, OH
• Competitive salary based on relevant experience and education.
• Opportunity to work in a unique team-focused environment.
• Paid vacation after 3 months of employment
• Retirement plan after 1 year of employment

RESPONSIBILITIES

• Preparation, processing, servicing, and maintenance of client plans
• Assist in answering incoming calls.
• Maintain client notes and schedule necessary appointments.
• Investigate and resolve account-related inquiries.
• Ensure advisors have all pre-appointment needs (applications, paperwork, etc.)
• Aid Advisors in enacting their financial recommendations for clients.
• Capture and maintain client information in CRM and Reporting systems.
• Support new business processes.

SKILLS AND EXPERIENCE

• Strong organizational, multi-tasking and time management skills with the ability to prioritize.
• Flexibility and willingness to assist others as required.
• Consistent follow through
• Ability to work in a fast-paced environment and demonstrate a professional and friendly manner.
• Excellent communication skills, both verbal and written
• Willing to work as part of a team.
• Proficiency with MS Office including Word, Excel, and Outlook
• Ability to learn new computer and software skills.
• High School diploma or equivalent
• Bachelor’s degree in finance, business, or related field (preferred)

HOW TO APPLY

“What we are known for is having a culture that creates new beginnings for the people on our team.”

To apply please send your resume and cover letter to lynn@devernaco.com with the subject line “DeVerna & Co Financial Administrative Assistant - Your Name.”

We are interviewing on a rolling basis so apply at your earliest convenience. We thank all applicants for their interest, however only those candidates selected for interviews will be contacted.

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

• Paid time off
• Retirement plan

Schedule:

• 8 hour shift

Ability to Relocate:

• Perrysburg, OH 43551: Relocate before starting work (Required)

Work Location: In person