Administrative Assistant
3 weeks ago
**Job description**
**Overview**
Hector is the Director of Investments at an independent financial planning and wealth management firm, Forest Hills Financial Group. Since 1980, we have been helping individuals and businesses plan and pursue their financial objectives, and create strategies aligned with their needs. In addition to his role as Director of Investments, he is a Certified Financial Planner® helping clients in his own practice. This position will allow you to gain valuable insight and experience in financial planning and investments, including but not limited to, insurance strategies, analyzing and understanding investment portfolios and statements, and retirement planning for individuals and corporations.
**Description**
- Strong organizational skills with critical attention to detail
- Able to prioritize and manage multiple projects simultaneously
- Excellent verbal, and written communication and customer service skills
- Capable of maintaining the utmost confidentiality of all client and company information
- Highly dependable with exceptional time management skills
**Role and Responsibilities**
This role primarily focuses on the following responsibilities:
- Analyzing financial statements
- Composing, filing, and handling all electronic and paper documents/correspondence
- Arranging client meetings by developing itineraries and agendas
- Compiling and entering data for various reports
- Directly communicating with clients and internal/external teams on behalf of the Advisor
- Preparing and establishing client accounts
- Managing a dynamic and complex calendar of appointments and meetings
**We are a very entrepreneurial firm. Therefore, the Opportunities for Growth are not limited to the following**:
- **Learning about financial planning, investing, insurance, tax planning, and more.**:
- **Sponsorship for life/health/accident insurance exams, Series 7, and Series 66 licenses.**:
- **Increase in income and discretionary bonuses available based on your performance in the role.**:
- **Commission available for introductions to potential clients.**:
- **Promotion opportunities to a Senior Administrative Assistant, Junior Financial Advisor, Financial Advisor, Training Specialist, Business Development Manager, and more.**
**Qualifications**
- College degree preferred
- Work authorization: United States (required)
- Proficient in Microsoft Office (Word, Excel, Outlook, etc.)
- 3-4 years of administrative or professional office experience required
- Must complete background check and sign confidentiality agreement
- Experience with E-Money, NetX360, and Envestnet a plus
- Financial background a plus
**Location**
Pay: $50,000.00 - $60,000.00 per year
**Benefits**:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
**Education**:
- High school or equivalent (preferred)
**Experience**:
- Administrative: 2 years (preferred)
Work Location: In person
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