Administrative Assistant - Craig & Treff Financial Advisors (PT or FT) Craig & Treff Financial Advisors is seeking an Administrative Assistant to support two Financial Advisors and one Associate Advisor onsite in their office in Severna Park, MD. This is a growth opportunity with the option to work part-time or full-time. The team values flexibility and will work with the right candidate in finding the right balance. The exception is during tax time when the Assistant is expected to work Monday-Friday. A background or interest in tax, financial advising or accounting/finance is required, meaning an interest in pursuing Securities Licenses (Series 7, 63, 65 or 66). If you'd like to learn more about these fields, this is the place for you. •Please include a cover letter or short note explaining your interest in the above.•

GENERAL SUPPORT

Greet clients Answer telephone Document scanning Maintain client files Respond to client inquiries and assist with client request to provide the highest level of client service Maintain appointment calendars Assist with answering client questions when needed Prepare paperwork for enrolment meetings and client educational workshops Assist in pre-client-meeting preparation and post-client-meeting processing work Entering tax return data and assembling the clients tax return packet

MINIMUM REQUIREMENTS

Experience in accounting, finance, tax planning, or supporting financial advisors, OR a strong interest in these areas with the intent to pursue Series 7, 63, 65, or 65 Licenses. Excellent written and verbal communications skills; strong typing and note taking skills Superior customer service skills Advanced level computer skills; strong knowledge of Microsoft Office Suite Exceptional organizational skills; ability to multi-task in dynamic environment Comfort with being a "team player" and doing whatever is needed, big or small Able to manage and get along with diverse personalities Professional appearance and demeanor Well-developed interpersonal skills Attention to detail with a perfectionist's eye

ESSENTIAL MENTAL FUNCTIONS

Impeccable ability to maintain confidentiality and integrity Exemplary planning and organizational skills; efficient multi-tasker Effective follow-up, deadline focused Ability to pick up new computer programs quickly Detail oriented with high degree of accuracy Energetic, eager to learn, willing to cooperate Self-motivated with ability to work independently as well as under direction Positive, cooperative attitude is a must Craig & Treff offers 8 paid holidays, 2 additional floating holidays, 401(k), profit-sharing, and PTO (if full-time). Some evening or weekend work may be required, especially during tax season.

Job Types:

Full-time, Part-time Pay:

$26.00 - $28.00 per hour

Benefits:

401(k)

Work Location:

In person