Administrative Assistant-Financial

We are looking to add that special person to our team. We require this person to have prior experience working in a brokerage/advisory environment.Do you enjoy a smaller office environment and being an integral part of a team? Are you self-motivated, able to prioritize and work independently? Do you have that special personality that enjoys building client relationships? Do you have financial knowledge or are eager to learn about the financial industry?

We are a family owned and operated company that has been in the investment and insurance business for over 38 years. We enjoy working as a team and our clients are like family.

Duties include but are not limited to:

• Answer multi-line phone, screen and route the calls appropriately
• Typing correspondence letters, emails and reports to clients and investment companies
• General clerical duties including filing and maintaining files, data entry and maintaining database
• Ordering and maintaining current marketing materials of products/funds
• Establishing and maintaining files to meet regulatory requirements
• Business processing including account opening and various client servicing
• Maintaining client records

Qualifications Needed:

• Previous experience working in a brokerage/advisory based firm is required with knowledge of the Securities Industry, Security licenses beneficial or be willing to obtain
• Must be able to pass a background check and be fingerprinted
• Excellent organizational skills with attention to detail and accuracy
• Demonstrate ability to multi-task and prioritize projects
• Strong interpersonal skills when working with a team
• Exceptional customer service skills while assisting clients with inquiries
• Must be a motivated self-starter
• Basic PC and MS Office skills
• Most importantly it is expected that the prospective person be professional, honest, outgoing and have good communication skills to provide courteous and exceptional service to our clients as a representative of Hadel Financial Advisors, Inc.
• Salary: Based on experience and hours worked
• Benefits: Based on time employed and hours worked

Previous experience working as a receptionist, office assistant, executive assistant or in financial industry would make you a good fit for this roll.

Job Types: Full-time, Part-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• Do you have experience working in a brokerage/advisory capacity environment processing security related business?

Work Location: In person