Administrative Assistant

4 weeks ago


Saint Louis, United States WealthPlan Advisors Group Full time
Job DescriptionJob Description

To perform any duties necessary to conduct the business of WealthPlan Advisors Group. Process applications, maintain databases, and enter client information and all contact with clients in the Redtail CRM. Enhance the client experience by providing exceptional service and accurate and timely processing of administrative requests. This position is subject to a background check including criminal and credit.

No experience is necessary, however, previous experience in the financial services industry is preferred.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

  • Assume responsibility for the efficient, effective, timely, and accurate performance of Administrative Assistant functions.
  • Represent WealthPlan Advisors Group courteously and professionally.
  • Maintain and project WealthPlan Advisors Group’s professional reputation.
  • Maintain strict privacy of all client information.
  • Foster a positive and productive work environment.
  • Assist in the planning and execution of our workshops and client events.
  • Schedule appointments with existing and prospective clients.
  • Greet internal and external clients when they enter the office.

QUALIFICATIONS

  • EDUCATION/CERTIFICATION: Associate degree or equivalent professional experience.
  • REQUIRED KNOWLEDGE: Knowledge of Microsoft Office including Excel.
  • Understanding of a CRM (Redtail)
  • Exceptional communication skills.
  • Exceptional project management skills with the ability to prioritize and meet deadlines.
  • Strong analytical and problem-solving skills.
  • Professional appearance, dress, and attitude.
Company DescriptionWe are a wealth advisory team for a select group of positive and optimistic individuals at or near retirement, who aspire to live financially independent, happy, and less worried, knowing everything is looked after.

First and foremost, we get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We offer personalized, hands-on service. We educate our clients about financial concepts and products and take the mystery out of investing, risk management, estate conservation, and preserving wealth.Company DescriptionWe are a wealth advisory team for a select group of positive and optimistic individuals at or near retirement, who aspire to live financially independent, happy, and less worried, knowing everything is looked after.\r
\r
First and foremost, we get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.\r
\r
We offer personalized, hands-on service. We educate our clients about financial concepts and products and take the mystery out of investing, risk management, estate conservation, and preserving wealth.

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