Administrative Assistant

It is time to explore new challenges in your career. Asset Protection Wealth Management is an independent, privately-owned financial services company in Little Rock, AR. We are looking to add an Administrative Assistant to our team.

Our Investments in You:

· PTO

· 401(k) (eligible after 6 months of employment)

· Health Insurance Stipend

· Bonus Potential

The Expertise We’re Looking For:

· Prior Office Administrative Experience (Required)

· Proficiency with Microsoft Office suite, including Excel (Required)

· High school degree (Required)

· Bachelor's Degree (Preferred)

· Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Successful Administrative Assistant:

· Able to communicate verbally and in writing

· Able to learn and adapt to changes

· Able to multitask and operate efficiently

· Strong Attention to Detail

What You Will Be Responsible For:

· Greet consumers on the phone and in person with a warm and welcoming approach

· Set and confirm calendar appointments

· Answer incoming calls and transfer all calls to the appropriate personnel

· Check voicemail

· Answer general inquiries and client questions

· Clean conference room after meetings

· Call to confirm appointments and events

· Call to follow-up on leads and cancelled appointments

· Process new business

· Enter prospects/leads into VA

· Send out client birthday cards/gifts

· Assist in coordination of client events and seminars/webinars

· Enter client information into the CRM system

· Complete client requests (withdrawal forms, etc.)

· Prepare folders and paperwork for client appointments

· Ensure all investment account information is correct

· Build strong client relationships

· Handle, scan, and sort mail

· Perform other clerical duties such as filing, photocopying, collating, faxing etc.

· Maintain and organize office files and documentation

· All other duties as assigned

Pay: $32,000-$40,000

Check out our website: https://apwealthmanagement.com/

If you feel like we would be a good fit for each other, apply now