Administration Assistant
4 weeks ago
Administrative Assistant
Key Purpose and Impact:
This role will help elevate the smooth functioning of the business by providing administrative support to the advisor(s). The ideal candidate will be a self-starter who is tech savvy and has experience in the financial services industry. The right person will have a desire to help others, deliver excellent results, and excitement for creating value at every level.
Hours:
· 40 hours per week. Start and leave times can be flexible.
· Hybrid schedule based upon the details of the work-week
Pay and Benefits:
· $55k to $65k based on experience
· Health/Dental/Vision
· 401k Matching 4%
· 10 Days PTO initially, then 12 days after 1 year
· Quarterly bonuses based upon: AUM growth, Personal performance, and Project goals
Roles and Responsibilities:
· Assist in coordinating annual reviews for all clients and keeping their information up to date.
· Sit in on all advisor/client meetings and take notes.
· Stay up to date on all compliance procedures.
· Sending market updates to all clients on a recurring basis
· Work with the advisor(s) to assist in managing his/her schedule(s).
· Maintain and organize documents, records, and databases related to the operation of the office.
· Opening new investment accounts.
· Sending Wealth Management Agreements to new clients.
· Additional duties as assigned
About Us: Complete Wealth 360 is a firm with deeply credentialed professionals, focused on excellence and service. As fiduciaries we place our clients' interests ahead of our own. Our core values are integrity, transparency, and service. You can learn more about our firm by visiting www.completewealth360.com
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