Administrative Coordinator
2 weeks ago
We are seeking a highly skilled and organized Administrative Assistant to join our team at Cetera Financial Group. As an Administrative Assistant, you will play a critical role in supporting our financial advisors and operations team.
Key Responsibilities- Provide exceptional administrative support to our financial advisors and operations team, including scheduling appointments, managing calendars, and preparing presentations.
- Answer phone calls and respond to client inquiries in a professional and courteous manner.
- Manage internal meetings, prepare conference rooms, and greet clients upon arrival.
- Prepare and assemble outgoing mailings, print and assemble presentations, and scan and upload documents to our digital document management system.
- Route incoming faxes, send outgoing faxes, and input and manage client data in our CRM system.
- Assign incoming client withdrawal requests to the team and complete data entry for compliance logs.
- Maintain office inventory, order office supplies, and provide general administrative support to the team.
- Bachelor's Degree
- 5+ years of experience working in an administrative or client-service focused position
- 5+ years of experience working with PCs and Microsoft Office programs
- 5+ years of work experience within Financial Services, Accounting, or Law
- Competitive salary range of $50,000 to $60,000 per year
- Performance-based bonus
- Comprehensive benefits package, including health, dental, vision, and life insurance
- 20+ days of paid time off, paid holidays, and 1 paid wellness day
- 401(k) Savings plan with a generous company contribution
- Paid parental leave
- Health Savings and Flexible Spending Account options
Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
About UsWe are committed to providing an equal employment opportunity for all applicants and employees. We recognize that our employees are our greatest asset, and we strive to create a work environment that is inclusive, supportive, and empowering.
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