Administrative Assistant

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. Need high attention to detail. Prior experience in a financial office added plus.

Responsibilities

• Answer the phone
• Build relationships with client
• Process paperwork
• Ensure file organization based on office protocol
• Help the office go paperless
• Provide ad hoc support around office as needed
• Plus, if there is a bookkeeping background
• Could grow into an office manager role if fit is right after some time

Qualifications

• Bachelor's degree or equivalent experience
• Preferred prior experience working with a financial planner, accountant, or attorney
• Strong interpersonal, customer service and communication skills
• Ability to multitask
• Trustworthy
• Proficient in Microsoft Office suite
• Subject to background check and fingerprinting due to broker dealer requirements

Pay: $18.00 - $30.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Retirement plan

Application Question(s):

• Due to our business, we require background checks and fingerprints. Are you OK having this done?

Education:

• Bachelor's (Required)

Experience:

• Microsoft Excel: 4 years (Preferred)
• Administrative: 5 years (Preferred)

Work Location: In person