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Administrative Assistant

2 months ago

Roseville, United States WGG Wealth Partners Full time

Company Overview

WGG Wealth Partners is a leading financial planning firm committed to providing exceptional investment solutions and superior client service. Our firm specializes in offering comprehensive financial advisory services to individuals and businesses, helping them achieve their financial goals and secure their future. We are currently seeking a skilled and team-oriented individual to join our practice as an Administrative Assistant.


Job Summary - Administrative Assistant

A successful Administrative Assistant is someone who enjoys bringing a smile to clients faces through positive interactions, organization, excellent follow-up and follow-through, and enjoys supporting and working in a fast-paced team environment. You will be integral in supporting the Front Office team and Financial Advisors as the first point of contact for both prospective and existing clients.

 

Responsibilities

  • Answer incoming calls
  • Greet clients
  • Client meeting scheduling
  • Conference room/virtual meeting setup
  • Misc. projects
  • E-file important documents to client files
  • Scanning
  • Mail
  • Preparing necessary documents for upcoming client meetings
  • Respond to client and advisor inquiries

 

Qualifications

  • 2+ years administrative experience working in a professional office setting. Administrative support experience in the financial, banking, mortgage, or insurance industry a plus
  • Strong attention to detail, organizational abilities, and time management skills.
  • Ability to work independently and as part of a team in a fast-paced, goal-oriented environment.

 

Compensation and Benefits

  • Compensation DOE (hourly) and eligible for overtime.
  • Comprehensive benefits and retirement package including medical, dental and vision insurance, 401k with profit share, vacation, and sick time.
  • Performance based bonus opportunity.
  • Flexibility to elect a modified 9/80 work schedule to receive every other Friday off work.
  • Covered costs for licensing and continuing education towards your training and development goals.

 

Why Choose WGG

  • Reputation - For over twenty years, we have been helping clients protect their wealth. We have an established track-record of stability and success where you can apply your skills in a place you love to work and help make a difference.
  • Growth Opportunities – We focus on the professional growth and development of every team member, creating opportunities to expand your knowledge and grow your career.
  • Career Development and Education - In addition to nationwide trainings, we offer in-office learnings and professional development to grow your knowledge and skill base.   
  • Comradery – Work alongside a large team where you can learn from seasoned Advisor mentors and grow with a variety of professionals. 
  • Community Focused – We are passionately committed to giving back to the local community through our donations, sponsorships, event participation, and board positions with a variety of local charitable organizations.

 

How to Apply:

  • If this sounds like an exciting opportunity to you, we invite you to apply for the Administrative Assistant position and we look forward to reviewing your application and potentially welcoming you to our growing team.