Administrative Executive Assistant
2 weeks ago
Administrative Executive Assistant
Introduction
Step into a purpose driven role on an elite team of high performers. You will be working most of the time directly with an advisor. Help conduct the smooth operations of a financial planning advisor by assisting in daily business functions, delivering a client experience that inspires confidence, simplifies life, and builds meaningful relationships. Here at JourneyPoint Wealth Advisors, an Ameriprise Financial Planning practice, we have a trusting environment and a team of eight people that are focused on leadership and results.
Job Description
· Work with others to maintain the facilities, office equipment and supplies
· Schedule client appointments and prepare documents for client meetings
· Answer incoming calls and find solutions for their inquiries
· Manage incoming mail and checks
· Create cover letters and shipping labels for client packages
· Scan, file, and fax documents
· Facilitate Teams Virtual Client meetings for the financial advisor
· Take detailed notes and compile summary emails for client meetings
· Process and manage the daily follow-up after client meetings
· Review and respond to emails as necessary
· Maintain a tidy and clean office space where clients will feel comfortable
· Work with our version of Salesforce database to support practice management
· Team up with others on ad hoc projects
Key Traits of Success Include
· Strong computer skills in Word, Excel and Outlook
· Attention to detail and organization
· Effective communication with clients, team members and advisors
· Polite and clear phone mannerisms
· Ability to multi-task
· Flexibility in a fast-paced environment
· Efficient at time management
· Adaptive mindset
· Positive attitude, calm demeanor and sincere willingness to constantly learn and grow individually and as a team
This is a Part-Time position at the office working Tuesday through Friday, Noon to 5:00, willing to be flexible for the right candidate. A background check will be performed. You will have paid holidays as well as paid time off and sick leave. Salary is commensurate with experience. The office is in Greenville, SC.
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