Job Overview

THIS POSITION WILL NEED PRIOR OFFICE EXPERIENCE, ABILITY TO HANDLE DETAIL WORK WITHIN A SMALL BOUTIQUE FINANCIAL

OFFICE and be a team player with other support members. Ideal prospects will have 10 years or more in related experience. We are seeking a friendly and detailed-oriented Assistant to join our financial services team. In this pivotal role, you will support our wealth advisor by managing client requests/transactions and communications ensuring compliance with regulatory standards and maintaining accurate records. Front office receptionist duties, greeting clients, handling email, texts and inquiries. Assist the advisor and office staff in daily account management duties, account updates and ensuring accuracy and timeliness. Maintain detailed records of all transactions, requests and communications with CRM software systems, ensuring data integrity. Work well within a small team to optimize client experience. Interact via email, text and phone for application processing, transaction paperwork and client relations. Requirements Great communications skills both verbal and written are expected. Outgoing and friendly demeanor to interact with clients and support personnel. Proven experience in an office environment with clerical or administrative responsibilities Strong computer literacy including proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with productivity software Experience with data entry, filing systems, and document proofreading to ensure accuracy Excellent organizational skills with the ability to prioritize tasks effectively and manage time efficiently Calendar management experience is a plus for supporting team members' schedules We value proactive individuals eager to contribute their skills in a client based environment that understand the value of relationships between the office staff and our clients.

Pay:

$37,000.00 - $55,000.00 per year

Work Location:

In person