Administrative Assistant
4 weeks ago
Administrative Assistant
Are you interested in joining a locally owned company with over 40 years of history in the financial services industry? We are looking for an administrative pro to join our team to help support two financial advisors and work along side a long term office manager.
This is an in-person role in a professional office setting. The ideal candidate should have superb organizational skills, have strong attention to detail and be self-directed with the ability to prioritize projects and follow through independently.
Hours: Monday – Friday 8:30 AM to 4:30 PM
Salary is dependent on skill level and experience. Range is $24-$26 per hour
Job Responsibilities:
- General administrative tasks such as answering the phone, responding to requests, maintaining databases, managing calendars, scheduling appointments, etc.
- Providing exceptional customer service, caring for and building relationships with our clients is a top priority
- Maintain client confidentiality and exercise good judgment. Due to the nature of our business, confidentiality, extreme accuracy, and strong attention to detail are required.
- Possess strong technical skills with the ability to operate a variety of office technology and systems, including Microsoft Office – Work, Excel, Outlook, and PowerPoint.
- Assist in the preparation of meetings as needed, including scheduling, greeting clients, agendas, forms, and conference room preparation
- Assist in the onboarding of new clients, scheduling appointments, and preparing materials
- Act as the marketing liaison, coordinating and collaborating with outside marketing firm on company projects and initiatives. Ensuring all marketing material is compliant with regulatory requirements.
Preferred Qualifications:
- 3 years experience in a professional office setting
- Associates degree or higher
- Financial industry technology experience, RedTail CRM, G-Suite and/or SaaS experience is preferred.
Employee benefits:
Retirement plan with employer contribution
Heath, dental, vision Insurance.
HSA contribution
Email resume to MikeBrown@isgadvisor.com
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