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Dining Service Assistant
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Administrative Assistant
3 months ago
Citizen Advisory Group - Connecting Futures, Empowering Lives
Based in Perrysburg, OH, Citizen Advisory Group is celebrated for its expertise in retirement planning, insurance, investments, and wealth management. We are proud of our track record in crafting customized financial strategies that have greatly helped many individuals and families. Our dedication extends beyond mere financial guidance; we aim to foster lasting relationships that endure across generations.
POSITION: Administrative Specialist
The Administrative Specialist is crucial in assisting financial advisors by collecting client data, conducting detailed research, and drafting initial financial reports and evaluations. As a key part of the support team, Administrative Specialists supply vital information to advisors, boosting their capacity to make informed decisions. This role markedly enhances the quality of advisory services and significantly boosts client satisfaction.
CORE RESPONSIBILITIES
- Gather financial data from clients to help form comprehensive plans.
- Investigate financial products and market trends, then summarize findings for advisors.
- Handle routine requests and set up meetings.
- Maintain accurate client documentation, ensuring regulatory standards are met.
- Aid advisors in enacting their financial recommendations for clients.
PREREQUISITES:
- High School Diploma or equivalent
- Bachelor's degree in finance, economics, business, or related field. (Preferred)
- Prior experience in the financial services industry preferred.
- Proficiency in financial planning software and tools; familiarity with Microsoft Excel.
- Strong communication, organizational, and analytical abilities.
At Citizen Advisory Group, we foster growth through a competitive compensation structure, an encouraging environment for ongoing learning, and a platform that supports collaborative innovation.
Citizen Advisory Group is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
This role is located in person in Perrysburg, OH.