Administrative Support Specialist
3 weeks ago
Administrative Support Specialist
Damschen Financial Planning is a leading financial planning firm that values its people and the impact they make in clients' lives. We are seeking an Administrative Support Specialist to join our team and contribute to our mission of helping clients thrive.
As an Administrative Support Specialist, you will play a vital role in ensuring the smooth operations of our office. You will provide essential support to our financial planning team, helping to create outstanding experiences for our clients and contributing to our mission.
Key Responsibilities:
- Manage daily office operations, including answering phones, responding to emails, and greeting clients
- Assist with scheduling appointments, maintaining calendars, and coordinating meetings
- Prepare and organize documents, reports, and presentations for client meetings and team discussions
- Document office systems and processes
- Maintain accurate client records and ensure data is updated in our management systems
- Support the team with research and preparation of financial planning materials
- Handle general office tasks, such as filing, scanning, and managing office supplies
- Collaborate with team members to improve processes and enhance client service
Requirements:
- High school diploma or equivalent
- Previous experience in an administrative role, preferably in a financial or professional services environment
- Strong organizational skills with the ability to manage multiple tasks and priorities
- Excellent communication skills, both written and verbal
- Proficiency in Microsoft Office suite (Word, Excel, PowerPoint) and familiarity with Salesforce or other CRM software
Benefits:
- Health Insurance after 90 days
- PTO
- Paid Holidays
Work Schedule:
- Monday – Thursday: 8:30 am – 5:30 pm
- Friday: 8:30 am -3:30 pm
- Occasional evenings and weekends may be required for events with flexed time off during the week or day of event
About Us:
Damschen Financial Planning is a consulting firm that represents the top 1% of financial advisors in all 50 states in their hiring needs. We are committed to providing exceptional service to our clients and partners.
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