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Form of workAdministrative Assistant
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our successful Financial Firm, SWAN Capital, in Pensacola, FL is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The idea candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!
Minimum Requirements:
- 2+ years of professional office experience in a fast-paced environment
- College Degree preferred
- Financial industry experience preferred
- Advanced skills with MS Office Suite
- CRM experience
- Exceptional phone skills
This position requires that you possess the following skills:
- Ability to prioritize projects and manage time
- Strong organizational skills
- Strong attention to detail
- Savvy customer service, to include excellent communication, both verbal and written
- Strong follow-through
- Good natured, positive attitude
- Ability to demonstrate persistence to achieve quality
Responsibilities:
Office Administration and Client Service Work:
Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:
- Answer phones and greet clients in a friendly, positive, and warm manner
- Ensure vendor supplies, drinks, and snacks for clients are stocked
- Maintain office supplies and out-going correspondence
- Develop and mail letters to clients for various purposes upon request
- Send the following to clients, but not limited to: quarterly referral letters, Reallocation letters, Appointment Reminders, Thank You notes, Birthday letters, invitations, etc.
- Assist clients with issues and concerns
- Build and improve upon client relationships
- Database management
- Attend and contribute to team meetings
- Set appointments with clients and assist Advisor with calendar management
- Pre-appointment preparation including compiling account summaries
- Maintain office filing system, both paper and electronic
- Maintain job-related/industry specific compliance files
- Record notes from client conversations
- Assist in organizing events, event supplies, and promotional material
- Prioritize daily tasks to be proactive in time management
- Maintain the office environment in immaculate and organized condition
- General back up support for all other positions, consisting of varied tasks as needed
Salary Base:
- $50,000 - $55,000/year
Benefits
- Healthcare
- 8% 401(k) match vested at 90 days
- 15 days PTO from start
- 8 paid holidays per year
Hours:
- Monday - Friday
Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
