What are the responsibilities and job description for the Executive Support Specialist position at Baum Financial Services, Inc.?
As a key player in the daily functions of Baum Financial Services, Inc., we are seeking a highly skilled Administrative Assistant to join our team.
The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily.
This individual will be responsible for assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations.
We are looking for someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
The successful candidate will possess excellent communication, both verbal and written, as well as strong follow-through and a good-natured, positive attitude.
Responsibilities include:
- Answering phones and greeting clients in a friendly, positive, and warm manner
- Maintaining office supplies and outgoing correspondence
- Assisting clients with issues and concerns
- Building and improving upon client relationships
- Database management
- Set appointments with clients and assist the Advisor with calendar management
- Pre-appointment preparation including compiling account summaries
- Maintaining office filing system, both paper and electronic
- Record notes from client conversations
- Providing marketing support as needed including newsletters, blogs, social, website, communications, events, etc.
Salary: $20-$25 BOE
Benefits include full health insurance, generous PTO and Comp time, 401(k), and annual bonus.
Hours: Monday – Friday, 8:30am-5:00pm, with some evenings required for client events.
Salary : $20 - $25
