Executive Support Specialist
3 weeks ago
We are seeking an Administrative Assistant to join our team at Sound Investment Group, LLC.
Estimated Salary: $45,000 - $55,000 per year.
Job Description:
Company OverviewSound Investment Group, LLC is a Private Wealth Management firm dedicated to delivering financial planning and investment advice to clients throughout the United States. Our wealth management team's guiding principle is that clients come first, allowing us to assist families, business owners, professionals, educators, and executives in achieving their financial goals.
Job ResponsibilitiesThe successful candidate will primarily focus on providing support to an office of Financial Advisors, with the aim of delivering excellent client service. Key responsibilities include completing various administrative tasks and handling office operations. The office provides a professional and collaborative work environment.
Required Skills and Qualifications- Strong software skills including Microsoft Office Suite and Customer Relationship Management (CRM) systems
- Effective communication and computer skills such as typing, data collection and data entry
- Organized, detail oriented, adaptable, and good with numbers
- Proficiency in a client-facing role
Candidates should have a Bachelor's degree and experience in an Administrative or office staff role for the financial services, banking, or accounting industries.
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