A well-established independent financial planning firm has an immediate opening for a smart, motivated administrative assistant to service our ever-expanding client base.
Schedule: Monday – Thursday, Part-Time & Full-Time available
Salary: base $15 /hour, negotiable based on experience and educational background
Benefits: Health insurance, 2 weeks PTO, & 3% Simple IRA Match, after 90 days
Growth Opportunities for candidates who wish to obtain SIE or Series 7 certification
WONDERLIC TEST must be completed to be a considered candidate: https://apply.wonscore.io/RGNE9A/Wagner-Advisory-Group
Essential Duties and Responsibilities:
- Deliver the all-important first impression for our firm
- Have an entry level opportunity in a dynamic and rewarding career
- Schedules and coordinates high-volume appointments and/or other similar activities, which may include coordinating travel and lodging arrangements.
- Answer telephones and greet clients
- Serves as a liaison with other functional areas, clients and vendors in the resolution of routine administrative and operational problems.
- Ability to document with detailed notes in CRM and other databases
- Distributes incoming and outgoing mail
- Performs routine office administrative tasks, such as ordering office supplies and creating a welcoming environment
- Maintains QuickBooks accounts receivable/payable for client invoices & office bills
- Assisting the marketing director with miscellaneous marketing tasks
Required Skills:
- Experience scheduling & maintaining a calendar
- Experience utilizing a CRM (Customer Relationship Management System)
- Excellent communication skills and strong interpersonal skills
- Ability to handle multiple tasks and work efficiently with interruptions
- Able to show attention to detail and strong organizational skills
- Professional demeanor
- Proficient in Microsoft Office applications: Word, Excel, Outlook
- SIE Certification is a plus, but not required
- RedTail CRM software knowledge is a plus
- Knowledge of financial products, services, & compliance is helpful
Required Education: High School Diploma
Prefer either a college degree or financial services experience. College students or recent graduates welcome.
Must be willing to submit to a background check and drug testing.
WONDERLIC TEST must be completed to be a considered candidate: https://apply.wonscore.io/RGNE9A/Wagner-Advisory-Group
Job Types: Full-time, Part-time
Salary: $15.00 /hour
Experience:
- Scheduling and Maintaining a calendar: 1 year (Preferred)
- customer service: 1 year (Preferred)
- Receptionist: 1 year (Preferred)
Education:
- High school or equivalent (Required)
Work Location:
- One location
Working days:
- Monday
- Tuesday
- Wednesday
- Thursday
Benefits offered:
- Paid time off
- Health insurance
- Retirement benefits or accounts
- Employee discounts
- Flexible schedules
- Workplace perks such as food/coffee and flexible work schedules
Hours per week:
- 30-39
Overtime often available:
- No
Typical start time:
- 9AM
Typical end time:
- 4PM
