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Front Desk Administrative Associate

2 months ago

Cedar Rapids, United States Guide Wealth Partners Full time

Guide Wealth Partners is looking for a responsible team member to perform various administrative and clerical tasks for our office and its financial advisors. The associates’ duties include supporting our advisors and employees, assisting with daily office needs, and helping with our company’s general administrative activities. The ideal candidate should have excellent oral and written communication, organizational, and multi-tasking skills. A successful associate should ensure our office and advisors' efficient and smooth day-to-day operation.


Who are we?

Since 1985, Guide Wealth Partners has been committed to helping individuals, families, and business owners create the life they dream of. We passionately serve our clients, understanding their unique situations, and strive to help them create financial stability and security.


Our website: Guidewealthpartners.com


Responsibilities include but not limited to:

  • Answer and direct phone calls
  • Greet and direct clients/visitors
  • Write and distribute email, correspondence memos, letters, and forms
  • Assist in the preparation of advisor meetings
  • Help maintain document imaging
  • Order office supplies and research new deals and suppliers
  • Help maintain and update client information
  • Help process client service requests
  • Assist other support associates & advisors
  • Back-up when other team members are out of office
  • Maintain firm policy processes and procedures


Skills:

  • Proven experience as a receptionist or administrative assistant
  • Knowledge of office management systems and procedures
  • Working knowledge of office equipment
  • Proficiency in MS Office
  • Excellent time management skills and the ability to prioritize work
  • Attention to detail and problem-solving skills
  • High School or equivalent – Business degree preferred


Employer-Paid Benefits:

  • Health Coverage
  • Dental Coverage
  • Vision Coverage
  • Life Insurance
  • Accidental Death, Dismemberment
  • Long Term Disability
  • Personal Time
  • 11 Paid Holidays
  • 401k
  • Short Term Disability available thru Aflac but not paid by Guide Wealth Partners


Schedule: Monday to Friday

Work Location: one location

Remote Work: not available

Job Type: Full-time


Securities offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, LLC, a registered investment adviser. Guide Wealth Partners is independently owned and operated. Guide Wealth Parthners 711 2nd Ave SE Suite 200 Cedar Raids IA 52401