What are the responsibilities and job description for the Administrative Assistant position at Bright Futures Wealth Management?
Join a growing practice as the administrative assistant to advisor. This role involves managing client relations in the office and online, maintaining multiple CRM systems, streamlining workflows, and handling key onboarding tasks. The ideal candidate is proactive, detail-oriented, and comfortable with a wide range of responsibilities.
Key Responsibilities
- Greet and welcome clients in person, offer refreshments, and announce arrivals.
- Update and maintain multiple CRM platforms, ensuring accurate and timely client records.
- Reach out to partner companies on behalf of the advisor to collect data, clarify information, and follow up on requests.
- Access client portals to retrieve and organize relevant account details.
- Keep track of important client dates (birthdays, anniversaries, etc.) and coordinate reminders or outreach.
- Contribute to client acquisition by proactively brainstorming and implementing new workflows and strategies.
- Assist in the onboarding process for new clients, including gathering documentation and helping with initial paperwork.
- Prepare and manage client paperwork, ensuring all forms and records are complete and up to date.
Qualifications
- Proven experience in an administrative or support role; experience with CRM systems is highly valued.
- Excellent communication skills for both in-person greetings and external outreach.
- Strong organizational skills and attention to detail.
- Ability to handle sensitive information with discretion.
- A proactive approach to problem-solving and workflow improvement.
- Comfortable working autonomously while supporting a solo advisor.
Job Type: Full-time
Pay: $21.00 - $25.00 per hour
Expected hours: 37.5 per week
Benefits:
- Health insurance
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Ability to Commute:
- Rochester, NY 14612 (Required)
Ability to Relocate:
- Rochester, NY 14612: Relocate before starting work (Required)
Work Location: In person
Salary : $21 - $25