Calton & Associates Overview
Calton & Associates is a one of the nation’s long standing broker dealers servicing independent financial professionals. Founded in 1987, Calton & Associates has built a solid foundation for supporting independent financial advisors and the growth of their business. Through a comprehensive range of financial products and services, Calton & Associates helps advisors pursue the appropriate financial solutions to support a clients’ needs. With over 100 offices nationwide Calton & Associates is a family friendly broker dealer for quality advisors who want independence along with support to grow their business.
Job Description
The Administrative Assistant position involves answering and screen all incoming phone calls and connecting them to the appropriate personnel. Greet all guests in a professional manner. Supporting other aspects of Calton including the Licensing and Registration process.
Essential Job Duties & Responsibilities
- Answering multiple phone lines and distributing calls.
- Act as a communication between the employees, clients and other divisions of the organization. Employee Schedules, phone numbers, addresses, etc.
- Provide clerical and administrative support as assigned.
- Schedule all meetings in conference room.
- Sort out and hand over important packages, deliveries, or messages to appropriate departments and employees within the company.
- Assist with Licensing and Registration requests.
- Assist with scanning of documents upon request.
- Responsible for all organizational duties related to daily outgoing mailings through FedEx, UPS and USPS.
- Ordering and managing various office supplies as needed.
Education and Experience
- High School diploma or equivalent
- Associate’s degree (A.A.) or college-level coursework preferred
- Industry knowledge / experience preferred, but not required
Skills and Abilities
- Industry knowledge / experience preferred, but not required
- Strong interpersonal and verbal communication skills including attention to detail and multitasking abilities
- Basic knowledge MS Office and other relevant computer applications
Compensation and Benefits
- Base Salary
- Company bonus plan
- Company profit sharing plan
- Company 401K and matching program
- Medical coverage
- Dental coverage
- Life insurance coverage
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- Seniority level Not Applicable
- Employment type Full-time
- Job function Administrative
- Industries Financial Services
