Administrative Assistant

21 hours ago


Roseville, California, United States Impact Wealth Management Full time
Job Title: Administrative Assistant

Impact Wealth Management is a full-service wealth advisory practice that delivers exceptional guidance and a personalized client experience. We are seeking an experienced Administrative Assistant to join our team.

Key Responsibilities:
  • Prepare and process client account opening documents, ensuring accuracy and adherence to regulatory requirements.
  • Process and track asset/money movement requests, ensuring timely completion and accuracy.
  • Adhere to strict compliance procedures and regulations, maintaining the highest level of professionalism.
  • Provide exceptional client service, communicating effectively via phone, email, and in-person interactions.
  • Manage client files, ensuring accuracy and organization.
  • Perform various administrative tasks, including scheduling appointments, answering phones, and composing correspondence.
Requirements:
  • Associates/Bachelors degree and/or 1 or more years of financial industry experience.
  • Proficient in Microsoft Office Suite, including MS Outlook, Excel, and Word.
  • Strong verbal, written, and interpersonal communication skills.
  • Ability to work independently and manage multiple priorities in a deadline-driven environment.
  • Detail-oriented with strong organizational and time-management skills.
What We Offer:
  • Part-time position with 20 hours per week.
  • Competitive hourly rate of $20-$28 per hour, depending on experience.
  • 401(k) matching and paid time off.

We are an equal opportunity employer, committed to diversity and inclusion. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply.



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