What are the responsibilities and job description for the Receptionist/Administrative Assistant position at Avisen Wealth Management?
We are seeking a motivated, hardworking, and reliable individual with a friendly personality to join our team as a part-time receptionist/administrative assistant. This position requires excellent communication and organizational skills and attention to detail. This position provides clerical and administrative support to senior executives, investment representatives and their clients.
Essential duties and responsibilities include the following (other duties may be assigned):
- Assist with general inquiries and client services.
- Answer phones and operate a multi-line phone system.
- Greet clients and other visitors.
- Prepare account documentation and client mailings.
- Assist in the preparation of client presentations.
- Interact with clients, senior management, and personnel of outside business partners daily.
- Respond to client inquiries and requests.
- Document filing, copying, and scanning.
- Maintain monthly reports for senior management.
- Assist with incoming and outgoing mail.
- Create and maintain client files, spreadsheets, and client contact information.
- Assist clients with online account access and troubleshoot problems accessing account information online, such as password resets.
REQUIREMENTS
Qualified candidates should possess:
- Previous experience in the investment/insurance industry is preferred but not required.
- High school diploma or equivalent with a minimum of 5 years general office experience
- Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology
- Proficient in Microsoft Word, Excel, Excel, and Outlook.
- Strong organizational and client service skills
- Strong communication skills
- Proficient and confident using computers and the internet to assist clients with accessing online accounts and using various software programs.
- Ability to prioritize and work independently.
CONTACT INFORMATION
Submit your resume and references to Michelle Kessel-Harbart at mkharbart@avisenwealth.com. Please no phone calls.
ABOUT US
Avisen Wealth Management is a boutique investment firm with offices in Sacramento and Reno. The firm provides wealth management services including financial planning, fee-based advisory or brokerage services, retirement planning, tax planning and estate services. www.avisenwealth.com
Avisen Wealth Management has an opening for an experienced administrative assistant/receptionist in our Sacramento office. This is a part-time position; approximately 25-29 hours per week.
THANK YOU FOR YOUR INTEREST IN AVISEN WEALTH MANAGEMENT.
Salary : $22 - $25