What are the responsibilities and job description for the Administrative Assistant - Financial Services position at Ameritas Wealth Advisors?
Ameritas Wealth Advisors in Omaha is seeking a highly organized and detail-oriented Administrative Assistant to join our dynamic team in the financial services sector. The ideal candidate will provide essential administrative support to the team and ensure smooth day-to-day operations. This is a great opportunity for someone looking to grow within the financial services industry.
Responsibilities:
- Provide administrative support to financial advisors, managers, and other team members
- Manage calendars, schedule meetings, and coordinate appointments
- Handle confidential client information with discretion and professionalism
- Prepare and proofread documents, reports and presentations
- Assist with client communications, including phone calls, emails and correspondence
- Maintain and update client records in accordance with company policies
- Support with basic bookkeeping tasks, data entry, and filing
- Assist in the preparation of financial reports and presentations
- Organize and maintain office supplies, and assist with office maintenance
- Manage office filing system (both digital and physical)
- Perform other duties as assigned
Qualifications:
- High School diploma or equivalent (Bachelor's degree preferred)
- 2 years of experience in an administrative support role, ideally in the financial services or related industry
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Attention to detail and ability to work under pressure
- Strong organizational and time-management skills
- Excellent written and verbal communication skills
- Ability to multitask and prioritize effectively
- Strong interpersonal skills and ability to work in a team environment
- Knowledge of financial terminology and practices is a plus
Benefits:
- Competitive salary
- Supportive and collaborative work environment
- Paid time off and holidays
Job Type: Full-time
Pay: $17.00 - $21.74 per hour
Expected hours: 32 – 40 per week
Benefits:
- Paid time off
Schedule:
- 8 hour shift
Work Location: In person
Salary : $17 - $22