Financial Administrative Assistant

Job Description

Job Title: Administrative Assistant

Report To: Advisor

Job Status: Part-time (9 am- 1 pm)

OES Wealth Partners a growing financial planning firm, is seeking an Administrative Assistant to assist with the mission of helping clients achieve their financial goals through a holistic approach. This is an opportunity to play a key role in a small, rapidly growing company where your potential to excel is unlimited.

Job Summary

The Administrative Assistant is responsible for providing excellent service, support, follow-through and administrative tasks with the purpose of delivering an exceptional client experience. The Administrative Assistant specializes in client experience to ensure that OES Wealth Partners is an efficient and organized office allowing the advisor to focus on building client relationships.

Responsibilities include but are not limited to:

Executive Support:

• Administratively support the President in achieving stated company goals and objectives
• Collaborate with President to uncover growth opportunities
• May speak for the President on company matters when necessary and on the level of authority given

Office Administration:

• Support and manage all other office administrative positions
• Answering phones and responding to emails & other correspondence
• Create/establish office policies and procedures
• Coordinate office activities
• Pace Process coordinator and educator
• Assess and improve time efficiencies, processes, and workflows
• Oversee client processing and provide on-going active support to clients
• Maintain compliance pieces and submission of renewals
• Assist with HR duties
• Marketing assistance
• Lead team meetings
• Maintain social media, website, campaigns
• Act as accountability partner
• Maintain a clean and orderly office environment

Knowledge, Skills and Abilities:

• Organized and attentive to detail.
• Ability to multi-task.
• Excellent written and verbal communication skills.
• Great people skills.
• Good technology and computer skills (MS Office). Able to learn and adapt to new technology.
• Self-starter, with a can-do attitude and exceptional work ethic.
• Able to work independently, as well as in a team environment.
• Adaptable and willing to grow with the firm.

Education and Experience

• Bachelors degree required; or two to five years related experience and/or training; or equivalent combination of education and experience.
• Customer Service Experience required.
• Experience in the financial services industry and/or administrative support is preferred.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and OES Wealth Partners are not affiliated.

Job Type: Part-time

Pay: $20.00 - $30.00 per hour

Expected hours: 20 per week

Schedule:

• Monday to Friday

Experience:

• Customer service: 1 year (Required)

Ability to Relocate:

• Madison, CT 06443: Relocate before starting work (Required)

Work Location: In person