Administrative Support Professional

1 week ago


Prospect, Kentucky, United States Family Wealth Strategies Full time

The role of an Administrative Support Professional at Family Wealth Strategies is a critical component in ensuring the success of our Financial Planning firm. Located in Prospect, KY, this position will provide exceptional customer service to clients, prospects, and team members while maintaining smooth day-to-day operations.

We are seeking a detail-oriented individual with excellent interpersonal skills who can thrive in a fast-paced environment. The ideal candidate will have at least 2 years of office/administrative experience and be proficient in MS Office Suite. They should also be comfortable with CRM platforms and possess strong organizational skills.

The responsibilities of this position include answering phones, greeting clients, managing calendars, and recording notes from client conversations. Additionally, they will be responsible for maintaining databases of clients and prospects, managing filing systems, and attending team meetings.

Salary: $32,500 - $42,000

Benefits:

  • Health Insurance
  • 401k
  • PTO

Hours:

  • Monday - Friday: 8:00 am – 5:00 pm


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