![Integrity Wealth Management](https://media.trabajo.org/img/noimg.jpg)
Administration Assistant
2 months ago
You will assist the financial advisors (FAs) to build, deepen, and leverage relationships with clients, prospects, and strategic partners. You are the first person the client or prospect will typically meet and interact with and will set the stage for a friendly and professional experience.
Benefits
· Promotion opportunities based on aptitude.
· Flexible work hours based on office needs and 40-hour target work week
· Base Annual SEP IRA contribution 3%
· Additional SEP IRA contributions annually based on company performance
· Discretionary bonuses based on individual performance
· Employee Retention bonus at 5-year intervals
· Fee waiver for annual comprehensive financial planning services
· Fee waiver on commissioned investment products (mutual funds, stocks, ETFs)
· 10 Paid Holidays
· Additional paid time off (PTO) based on years of service, starts at additional 13 days per year
Responsibilities:
· Answer/screen incoming calls and schedule appointments with clients and prospects.
· Send timely reminders for appointments & reschedule cancellations.
· Submit tickets on Support Center
· Gather and maintain client data, create client contact plans, meeting prep, schedule future client meetings, send any follow-up with summary letters
· Enter and maintain client information into various systems, including BOX, Osaic Onehub, Right Capital, Redtail.
· Scan in all new client documents to BOX or Right Capital
· Assist with client paperwork
· Process mail and checks, maintaining logs
· Prepare overnight packages
· Answer routine client questions and manage service requests.
· Master and manage Redtail CRM System. With training, the AA will be expected to be the subject matter expert on this tool to enter new data into the system, ensure existing data is up-to-date, and run regular reports based on this data for clients, wholesalers and COIs.
· Client communications and correspondence.
· Compliance submissions
· WOW gifting program
· Marketing support, website updates, social media, event planning.
· Manage branded merchandise and office stationery
· Organize office meetings, order lunch, take notes.
· Maintain office equipment and supplies.
· Manage vendor relationships – Tech Team, United Fiber, Datamax
· Assist clients with client facing website/email help
Experience:
- Microsoft Outlook, Word, Excel: 3 years (Required)
- CRM software - preferred Redtail: 2 years (Required)
License/Certification:
- Certified Notary Public (Preferred)
-
Administrative Assistant
3 months ago
Saint Joseph, United States Hanson International, Inc. Full timeJob DescriptionJob DescriptionHanson International, located in St. Joseph, Michigan, specializes in the design, build, sample, and inspection of precision molds – primarily for the die cast industry. Hanson International is currently seeking a qualified candidate to fill a part time administrative assistant role. DUTIES AND RESPONSIBILITIES:Accounts...
-
Administrative Support Assistant
17 hours ago
Saint Joseph, Missouri, United States Missouri Western State University Full timeJob SummaryThis position will assist in the day-to-day operations of the Social Work Program at Missouri Western State University. The successful candidate will be responsible for performing various administrative tasks, including filing, data entry, and record-keeping.Key ResponsibilitiesPerform daily office tasks, such as filing, scanning, and data entry,...
-
Administrative Assistant
1 month ago
Saint Joseph, United States Integrated Proteins - St. Joseph Full timeJob DescriptionJob DescriptionThe Administrative Assistant role involves managing schedules, checking drivers in and out, verifying paperwork, and liaising with headquarters.The shift we are looking to fill is our Weekend Nights shift, 6:00pm to 6:30am. Compensation:$21 - $24 hourlyResponsibilities:This list of duties and responsibilities is not...
-
Healthcare Administrator
18 hours ago
Saint Joseph, Missouri, United States VitalCore Health Strategies Full timeJob SummaryVitalCore Health Strategies is seeking a highly skilled Medical Director to join our team. As a key member of our organization, you will be responsible for providing overall supervision of clinical services and ensuring the delivery of high-quality medical care in a correctional environment.Key ResponsibilitiesSupervise clinical services provided...
-
Office Administration Specialist
1 week ago
Saint Joseph, Michigan, United States Edgewater Automation Llc Full timeJob OverviewThe Office Administration Specialist plays a crucial role in supporting the management team, staff, and visitors by executing a variety of administrative tasks that ensure effective and positive interactions within the organization.Key ResponsibilitiesDeliver exceptional customer service as the first point of contact for clients, suppliers, and...
-
Administrative Support Specialist
3 days ago
Saint Joseph, Missouri, United States Triumph Foods Full timeJob Summary:Triumph Foods is seeking a highly skilled Administrative Support Specialist to join our team. As a key member of our Human Resources department, you will play a vital role in supporting our operations and providing exceptional customer service.Key Responsibilities:Provide administrative support to HR managers, customers, and management as...
-
Front Office Administrator
4 weeks ago
Saint Joseph, United States Edgewater Automation Llc Full timeJob DescriptionJob DescriptionThe Administrative Assistant provides support to managers, other employees, and office visitors by handling a variety of tasks in order to ensure that all interactions between the organization and others are positive and productive.Job DutiesProvide excellent customer service as the organizations first impression to customers,...
-
Medical Administrative Support Associate
1 week ago
Saint Joseph, Missouri, United States Corewell Health Full timeJob OverviewAs a vital member of our healthcare team, you will provide essential administrative support to ensure the delivery of exceptional health services.Key ResponsibilitiesAddress complex patient inquiries and resolve issues with a high level of discernment during patient registration.Perform various administrative tasks, including:Facilitating patient...
-
Dealer Action Administrator
2 days ago
Saint Joseph, United States BioZyme Inc Full timeJob DescriptionJob DescriptionPurpose:The Dealer Action Administrator is responsible for working with dealers to grow and ensuring the new dealer process is efficient and effective. Works closely with the ASMs and Dealer Marketing Coordinator to ensure success of existing and new dealers by getting them to take action through marketing, training, growth...
-
Administrative Assistant
2 weeks ago
Saint Louis, United States The Parking Spot Full timeJob DescriptionJob DescriptionSince its inception, The Parking Spot has made superior airport parking experiences easy and affordable by focusing on hospitality. Now with more than 25 years in business, The Parking Spot has cemented itself as the leading near-airport Parking Company with 40+ locations at 28 airports, over 2,000 employees nationwide and 2...
-
Administrative Assistant
4 weeks ago
Saint Louis, United States Growing Green Full timeJob DescriptionJob DescriptionAre you ready to dive into a dynamic role where your problem-solving skills and attention to detail are celebrated? Join our growing team at Growing Green in St. Louis as a Full-Time Administrative Assistant! You will be offered great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Competitive Salary, Paid Time...
-
Administrative Assistant
1 month ago
Saint Paul, United States Jobot Full timeAdministrative Assistant / $$$$$ / Direct Hire / GREAT CompanyThis Jobot Job is hosted by: Joey CiufoAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $20 - $30 per hourA bit about us:The company specializes in the fabrication and installation of high-quality flooring. With a rich history dating back several...
-
Administrative Assistant
5 days ago
Saint Louis, United States The Parking Spot Full timeJob DescriptionJob DescriptionSince its inception, The Parking Spot has made superior airport parking experiences easy and affordable by focusing on hospitality. Now with more than 25 years in business, The Parking Spot has cemented itself as the leading near-airport Parking Company with 40+ locations at 28 airports, over 2,000 employees nationwide and 2...
-
Administrative Assistant
2 days ago
Saint Louis, United States Net Commesh Full timeJob Title: Administrative AssistantJob Location: Saint Louis, MOJob Type: Full-TimeJob Overview:We are seeking a detail-oriented, organized, and proactive Administrative Assistant to join our team. The ideal candidate will provide essential support to our management team and ensure the smooth operation of daily administrative tasks. This role involves...
-
Administrative Assistant
2 months ago
Saint Louis, United States Fresh Form Draft Full timeJob DescriptionJob DescriptionDescription As an Administrative Assistant at FreshFormDraft, you will be responsible for providing administrative support to ensure efficient operation of the office. You will support managers and employees through a variety of tasks related to organization and communication. This role requires a detail-oriented, organized,...
-
Administrative Assistant
2 weeks ago
Saint Louis, United States The Parking Spot Full timeSince its inception, The Parking Spot has made superior airport parking experiences easy and affordable by focusing on hospitality. Now with more than 25 years in business, The Parking Spot has cemented itself as the leading near-airport Parking Company with 40+ locations at 28 airports, over 2,000 employees nationwide and 2 incredibly strong brands – The...
-
Administrative Assistant
4 weeks ago
Saint Louis, United States Percepta House Full timeJob DescriptionJob DescriptionJob Title: Administrative AssistantLocation: Saint Louis, MOJob Type: Full-TimeDepartment: OfficeJob Summary:We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. The successful candidate will provide essential support to our office, ensuring efficient operation by handling a variety of...
-
Administrative Assistant
1 month ago
Saint Paul, Minnesota, United States St. Catherine University Full timeAdministrative AssistantDivision: Student AffairsDepartment/Office: Student AffairsAdvertisement:The Office of Student Affairs at St. Catherine University invites applications for a full-time Administrative Assistant position.The Administrative Assistant will provide administrative support to the Vice President of Student Affairs & Dean of Students as well...
-
Administrative Assistant
6 days ago
Saint Paul, United States AtWork Group Full timeJob Description:Looking for a role where you can make a real impact? We're building a talent pool for Administrative Assistant positions across various industries. If you're organized, efficient, and love supporting teams to help them succeed, this could be the perfect role for you! We're looking for individuals who can handle multiple tasks and keep the...
-
Admin Assistant
2 weeks ago
Saint Joseph, United States AstrixTechnology LLC Full time $17Job DescriptionJob DescriptionOur client is a global, research-driven pharmaceutical focusing on treatment options for diseases and conditions for which there is no satisfactory treatment option to date. The company is looking for an Administrative Assistant to join the team. This is an amazing opportunity to work on cutting edge treatments and make a...