Administrative Assistant

Job description

Administrative Assistant:

Successful financial planning practice is seeking a strong Administrative Assistant candidate. Interested individuals will be responsible for a variety of pertinent tasks, allowing the Financial Advisor to focus on the continued growth of the practice. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and will enjoy working directly with clients and staff on a daily basis. The ideal candidate will possess the following qualities:

Personal Attributes:

Dependable, with excellent attendance and punctuality Strong work ethic and positive attitude Professional appearance, approach, and demeanor Team focused and goal oriented Good-natured with a positive attitude

Professional Attributes:

Excellent verbal and written communication skills Excellent organizational skills, attention to detail and task completion Excellent interpersonal and customer service skills both verbal and written Ability to structure and organize notes for clarity and easy reference Ability to use independent judgment to prioritize projects, manage time and organize a diversified workload Intermediate to advanced skills with MS Office Suite Financial Industry experience is helpful but not required Intermediate to advanced understanding of clerical procedures and systems such as record keeping and filing

Responsibilities Include:

Assisting the Financial Advisor in managing the practice to exceed client expectations Serving as the 1st point of contact for prospective and current clients Handling incoming and outgoing calls, as well as speaking with clients in a friendly, positive and warm manner Assisting with client inquiries regarding their accounts or other concerns always working to build and improve upon client relationships Assisting the Financial Advisor in document preparation and record maintenance Setting appointments with prospects & clients, assisting Advisor with calendar management Confirming all client appointments Preparing pre-appointment documents Completing & processing new client applications Assisting the Financial Advisor with the application process and management of paperwork Maintaining office filing system; both paper and electronic Proactively following up on details related to the processing of cases Other industry-specific tasks as needed

Additional Details:

Full time position 40 hours per week All work is in person, onsite in the Exton location. Potential performance-based bonuses are available

Required References:

A minimum of 3 professional references are required. Position offers some flexibility.

Job Type:

Full-time Pay:

$16.00 - $20.00 per hour

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance Application Question(s): Please enter your typing speed.

Education:

High school or equivalent (Required)

Language:

English (Required) Shift availability: Day Shift (Required)

Work Location:

In person