Job Summary Solo investment Advisor is looking for an Administrative Assistant, providing support to clients and working with a financial "back office" in processing account paperwork and trades. Position offers the ability to learn and advance within the financial services industry. Duties A service roll working between clients and advisor. responding promptly to inquiries via phone or email, supporting client communication and support needs. Maintain organized digital filing system ensuring easy access to documents and records. Perform data entry tasks using spreadsheets, word processing, and industry software such as Redtail or other CRM programs. Research skills Handle office management duties and general clerical tasks to keep the office running smoothly. Requirements Previous experience in this industry is not required but a four-year college degree is. Expereince with Excell. Excellent organizational skills with the ability to multitask efficiently. Strong computer literacy including proofreading abilities. Previous experience as a personal assistant, or in customer support roles is preferred. Exceptional phone communication skills along with professional phone etiquette. Must be comfortable working in an office with a dog. This role is perfect for someone eager to grow their administrative expertise, make a place for themselves in the local community and move towards a career in the Financial Services Industry.

Pay:

From $45,000.00 per year

Benefits:

401(k) 401(k) matching Paid time off Professional development assistance Tuition reimbursement

Work Location:

In person