Administrative Assistant

Job Title: Administrative Assistant, Financial Services

Located: Bend, OR

Job Description:

Ocean’s Edge is looking for a full-time Administrative Assistant to support their growing wealth management team. If you are a detail-oriented professional, have a passion for delivering an exceptional client experience and are interested in the financial services industry, this position is for you.

Essential Duties and Responsibilities:

Duties include but are not limited to:

o Prepare and process new account paperwork for advisors and clients

o Prepare any additional follow-up forms for clients per advisor’s request

o Create and maintain client accounts

o Manage and handle advisor notifications

o Setup meetings and maintain calendars

o Follow through with all paperwork to ensure it is in good order

o Manage in and outbound call with professionalism

o Mail agreements, brochures, and other client account paperwork to clients

o Research and resolve account issues or miscellaneous questions for clients and advisors

o Maintain files and prepare correspondence and documents for advisors and clients

o Maintain a professional office environment

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

o Strong technology/computer aptitude

o Identify and resolve problems in a timely manner

o Intuitive and resourceful to gather, analyze and resolve complicated issues

o Respond promptly and accurately to client questions and needs

o Meet commitments and maintain confidentiality

o Exhibit sound and accurate judgment

o Demonstrate accuracy and thoroughness

o Monitor own work to ensure quality

o Strong attention to detail

o Strong time management skills

o Thrive in a fast-paced environment

Education and/or Experience:

Associate degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. Series 7, 63, 65 and/or 66 is preferred but not required. Knowledge of investments, financial operations, insurance, and trusts are a plus.

About Ocean’s Edge:

Ocean’s Edge has a dedicated commitment to continued education to ensure that an advisor remains up to date with the latest strategies, tools, and insights to navigate complexities effectively. Additionally, the advisor engages with a community of professionals such as tax experts, estate planners, and legal advisors can provide a comprehensive approach to financial planning. This collaborative network allows for a thorough consideration of all aspects of a client's financial situation, from tax-efficient investment strategies to comprehensive estate planning. By working with an advisor who values ongoing learning and partnerships, clients can be confident that their financial well-being is guided by the most current expertise and a diverse range of specialists, tailored to client’s unique goals and circumstances.

How to apply:

If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of Danny and send to: careers @ financial advocates.com. Please use your last name somewhere in your resume's file name.

If you are a qualified candidate, we will respond by phone or email. Please note, emails from us may go into your spam/junk file.

We look forward to hearing from you!

Pay: $18.00 - $25.00 per hour

Benefits:

• 401(k)
• Health insurance
• Paid time off

Work Location: In person