We are an independent, wealth management firm, seeking an Administrative Assistant to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our growing organization! You are the first contact for all of our clients so you must be a genuinely happy and positive person who enjoys caring for people. We are 100% focused on the client experience and always strive to make a lasting positive impact. If you aspire to further your career and have an interest in our industry, there is an opportunity to expand this role for the right person. We are a small office of just a few individuals who work very closely with our clients and take care of them and each other. The Administrative Assistant plays an important role in setting the tone for our organization. As the first and last person clients see when they are in the office, you are instrumental in making sure clients have the best experience possible. The role is diverse and has a number of aspects from phone work to CRM management and more. The successful person is going to be positive and always eager to help wherever you can. We are happy to train someone from outside of our industry as long as you bring a caring and nurturing approach to working with people. Responsibilities & Activities Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office Handles incoming telephone calls, generally 30-60 calls per day Sorts and distributes the mail Sends periodic client correspondence Coordinates the assembly and mailing of client paperwork Handles calendars for the Wealth Advisor(s) and others in the office Orders and handles office supplies Coordinates outside vendors Develops, mails, and analyzes client mailers as well as facilitates their distribution Develops and maintains written documentation (systems) of all activities Performs other duties as assigned Knowledge, Skills, & Abilities High School Diploma or GED required 3+ years' experience in a professional setting as a receptionist or administrative assistant strongly preferred Excellent interpersonal skills Excellent attitude and an extraordinary client service orientation Superior phone skills—friendly and helpful in all interactions on the phone Prioritization skills - writes down most important items each day before leaving the office Excellent organizational and time management skills and ability to multi-task Professional demeanor Intermediate to Advanced Microsoft Office Suite knowledge required Ability to type 50 wpm required Attendance is an essential function We offer a great working environment with a focus on work/life balance. We offer a full benefits package with Medical, Dental, Vision, Paid Time Off, Holiday Pay, 401K with a match, Short-term and Long-term disability, and some additional non-traditional creative benefits. Our office mascot is Oakley, a friendly golden retriever. This is a great opportunity to play a key role in the continued success of our company.
