Administrative Assistant
1 month ago
Summary
The Administrative Assistant position is critical for achieving leverage of the advisor’s time. Role supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned.This position is full time, in-office out of Johns Creek, GA. Compensation ranges between $22-26/hr depending upon experience. This position is employed by The North Point Group.
Job Description
Responsibilities
Prepare or coordinate the preparation of correspondence, reports, and special projectsOversee projects, administration of various programs, and processing functions as neededDrive client facing activity in the practice by scheduling meetings with clientsUpdate Salesforce with client contact and preference informationAssist Lead Advisors with preparation and follow up for client meetingsMay attend client meetings and take notesResearch products, product pricing and contacting carriers for informationAnswer basic questions for clientsShow clients how to access their accounts and read statementsFill out necessary forms for opening or maintaining accountsSet up and retrieve reports in the portfolio management systemOther responsibilities as assigned by the Lead Advisor and Operations/Office ManagerQualifications
Expert knowledge of Office applicationsPrevious experience working as an assistant in a professional services firm preferredKnowledge of CRM systems, phone systems and office equipmentPrevious direct customer experience preferredAbility to work as part of a teamCompetencies
Planning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal Dependencies
Must be able to work with all roles of the North Point GroupMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of North Point Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
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