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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? Lighthouse Financial Group, LLC in Wilmington Island, GA 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:
- Administrative office experience in a faced-paced environment
- HS Diploma
- Proficient skills with MS Office Suite
- CRM experience
- Industry experience preferred, but not required.
This position requires that you possess the following skills:
- Strong organizational skills and strong attention to detail
- Proficient with filing, phone systems, faxing, and scanners
- Excellent communication skills; both verbal and written
- Calendar management
- Polished interpersonal and presentation competencies
- Exceptional phone skills
- Sincere and caring attitude
- Provide outstanding client service
- Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work
Responsibilities:
This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:
- Answer phones and greet clients in a friendly, warm manner
- Ensure vendor supplies are stocked for client meetings
- Record notes from client conversation in an accurate manner
- Enter and maintain databases of clients and prospects
- Manage filing system
- Attend and contribute to team meetings
- Maintain the office environment in an immaculate and organized condition
- Assist in organizing events, event supplies, and promotional material
- Assist in the coordination of various vendor/client events
- Develop and mail letters to clients for various purposes upon request
- Prioritize daily tasks to be proactive in time management
- General back up support for all other positions consisting of varied tasks as needed
Salary Base:
$17.00-$20.00/Hour BOE
If you meet or exceed the expectations described above, please apply today!
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!
