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Administrative Coordinator for Financial Advisor

2 months ago

Las Vegas, Nevada, United States Capstone Partners Financial Full time
Job Overview

We are looking for an Administrative Coordinator for a Financial Advisor who has been recognized by Forbes Magazine as a Best-In-State advisor for the past two years, affiliated with a Fortune 500 financial institution.

Key Responsibilities:

  • Manage the administrative tasks for the advisor and their team.
  • Organize and maintain client files using CRM software.
  • Coordinate client appointments and ensure timely follow-ups.
  • Assist in preparing for meetings, including the creation of client presentations.
  • Accompany the advisor to meetings and take comprehensive notes.
  • Welcome clients, colleagues, and associates.
  • Oversee inventory and order office supplies as needed.
  • Handle all correspondence and maintain a professional online presence.
  • Collaborate with home office support to facilitate new business and service existing clients.

Qualifications:

  • Experience in roles such as executive secretary, administrative assistant, or similar positions.
  • Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, Teams, and OneDrive.
  • Exceptional organizational abilities.
  • Capacity to prioritize tasks and manage multiple responsibilities.
  • Background in marketing and social media is advantageous.
  • Meticulous attention to detail.
  • A degree is preferred.
  • Must successfully pass a criminal background check.

Benefits:

  • Compensation: $30 per hour, with a schedule of Monday to Thursday from 9 AM to 3:30 PM, including a lunch break. Flexibility to extend hours until 5 PM and work on Fridays, typically totaling 24-30 hours per week.
  • Eligibility for a quarterly bonus structure based on performance.
  • Flexible time-off policy.
  • Opportunities for professional development.
Company Overview

Capstone Partners Financial comprises over 100 financial professionals dedicated to providing tailored financial solutions throughout the Western United States, emphasizing wealth management and fiduciary advising to improve the quality of life for individuals, families, and businesses.