Administrative Assistant

Type: Full Time

Industry: Financial

Axis Financial Group is a rapidly growing Retirement Planning/Wealth Management firm with offices in Edmond, OK. Our goal is to provide a wholistic approach to retirement planning withan unrivaled client experience.

We are actively looking to hire an Administrative Assistant. We are seeking an individual with great work ethic, that regards the client experience as highly as we do. The duties of this role include a variety of administrative tasks, from office organization and filing to scheduling and client communication.

• Answers phone calls and directs callers to appropriate personnel Schedules and manages appointment calendar Welcomes and directs visitors and clients Organizes and files sensitive financial/legal documents (physical and electronic) Works with sensitive financial information with discretion to maintain confidentiality and security and ensure compliance with privacy policies and regulations Provides general administrative support to ensure the smooth running of an office on a day to day basis. Performs other related duties as assigned
• Proficiency in Mac and Microsoft applications Strong written and verbal communication skills Driven to create positive experiences for clients Attention to detail and strong organizational skills Bachelor’s degree is preferred, not required. Ability to work independently

Compensation/Benefits:

• $18/Hour 4-day work week 100% of employee health insurance paid by firm.

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Ability to Relocate:

• Edmond, OK 73013: Relocate before starting work (Required)

Work Location: In person