Operations Administrative Assistant

Washburn Capital Management Inc. is an independent, fee-based advisory company located in the heart of Vero Beach, FL. Established in 1997 by Robert Washburn, the company provides a client centric approach to asset strategy and management. We have grown steadily since our inception and pride ourselves on focusing on client’s individual needs and goals. Washburn Capital Management, Inc. is an SEC Registered Investment Advisor and Fiduciary.

We seek an Operations & Administration Assistant interested in growing with the practice by providing the best in class service to our existing and future clients while supporting the growth strategy of the firm. This person requires a wide variety of operations and support functions and to assist the people, process, and systems which comprise the support operations.

Individuals in this role support financial professionals by providing comprehensive administrative, client relations, and service support.

JOB TITLE: Operations and Administration Assistant

STATUS: Full-time

JOB CATEGORY: Financial Services- Operations

PAY CLASS: Hourly- Range $20-$30 based on experience

BENEFITS: Health, SEP

VACATION: 7 Federal holidays & 13 days of PTO (Paid Time Off)

JOB DESCRIPTION:

Service

• Works directly with clients on service questions and changes: handles complex issues and problems independently
• Is resourceful and uses company reference materials and contacts fluidly
• Maintains integrity of client record systems
• Interface with custodians
• Returns clients calls, requests, emails and inquires within 24 hours
• Notifies financial professional immediately of client issues or concerns needing immediate resolution

Investment Reviews

• Books client appointments
• Communicates with clients on logistics and documentation required in preparation for review meetings
• Prepares and executes any and all presentations

Compliance

• Assists the financial professional in maintaining a compliant practice
• Coordinates maintaining compliant files, blotters, books and records
• Understands and adheres to policies regarding support from wholesalers, compliance approval for documents, proper use of stationary/business cards, and other required procedures

Administrative Support

• Helps keep financial professionals on track regarding daily, weekly, monthly, client and staff goals
• Prepares general correspondence as directed by the financial professional, or when necessary to provide service to clients
• Provides marketing support and helps with inputting and maintaining data base and coordinating client mailings
• Extensive knowledge in Microsoft platform and Outlook required to creates professional looking documents and projects

Interpersonal Skills

• Interacts with associates and clients in a courteous and respectful manner to create a consistent, predictable, and positive work atmosphere
• Takes action on office priorities in a proactive way and brings items to the attention of the financial professionals promptly
• Assist financial professionals and teammates. Is coachable and receptive to feedback
• Is attentive to detail, and a confidant written and oral communicator

Qualifications

• Bachelor's degree preferred from accredited institution

• Minimum 2 years experience as administrator

• Proficient with Microsoft Office, Outlook, Excel, Powerpoint

• Detail oriented, accurate, organized, priority driven

• Strong written and verbal communication skills

Job Type: Full-time

Pay: $20.00 - $30.00 per hour

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Microsoft Excel: 2 years (Required)
• Microsoft Powerpoint: 1 year (Preferred)

Work Location: In person