Administrative Assistant

3 days ago

Washington, Washington, D.C., United States Beckett Financial Group Full time

Beckett Financial Group is seeking an experienced Administrative Assistant to join our team and help service/continue to grow our client base. As an Administrative Assistant, you will work side by side with a team of experienced financial professionals to help clients meet their financial goals.

The Administrative Assistant will be responsible for providing administrative and operational support to the Beckett Financial Group team in a fast-paced financial planning office. The ideal candidate would be someone who has at least one year of office administration experience with strong, professional communication and organizational skills. At Beckett Financial Group, you can grow in an environment where you can learn new skills, help people, and make a significant contribution to the team without the typical pressure from sales or prospecting activities.

Responsibilities

  • Assist staff with daily activities, including maintaining calendars, preparing correspondence, and providing customer service
  • Ability to interact professionally with clients in person and over the phone
  • Prepare and review account service paperwork
  • Facilitate and resolve client service requests
  • Apply a working knowledge of operations/client-service processes
  • Work independently, effectively, and efficiently
  • Maintain client data integrity in CRM and processing programs.
  • Ensure paperwork is prepared and provided for all client meetings
  • Handle confidential and/or sensitive information responsibly
  • Maintain admin functions of the office such as office supplies and mail
  • Open and/or close office to assist clients during business hours
  • Assist with after hours, off-site events when needed
  • Perform other duties as assigned

Required Experience/Skills

  • At least one (1) year of office administration experience
  • Client service experience, genuine desire and ability to connect with clients 
  • Strong analytical skills, meticulous, high attention to detail, and accuracy
  • Proven time management and organizational skills
  • Strong computer skills, including Google Workplace
  • Capacity to manage the needs of multiple clients simultaneously
  • Excellent oral and written communication skills
  • Committed to providing exceptional customer service
  • Strong character and a positive attitude
  • Experience with CRM systems

Preferred Experience

  • Financial industry knowledge
  • L&H license

Benefits

  • 401(k) after 6 months of employment (with company matching)
  • Paid holidays, PTO & sick days after 6 months of employment
  • Performance based annual pay increase

Salary, Hours & Location

  • Starting salary $35,000-$40,000
  • Monday-Friday, 7:30am-4:30pm or 8:30am-5:30pm
  • On-site in West Columbia, SC

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