Administrative Assistant

BW Wealth Management JOB DISCRIPTION

At BW Wealth Management the client always comes first, we take great pride in helping our clients plan for and maintain their retirement while striving to give them exceptional service every day. We are seeking a full-time

Administrative Assistant to join our team and assist us in this mission.

The ideal candidate will be responsible for assisting two advisors and their clients. This means handling multiple tasks daily to allow the advisors more time to spend working with their clients. This position comes with a lot of responsibility and discretion as we are dealing with our client’s lifesavings and private information. Here at BW Wealth Management, we prioritize team work, integrity and are dedicated to making a difference in our client’s lives.

Administrative Assistant Job Responsibilities:

· Provides administrative support to ensure efficient operation of the office

· Answers phone calls, schedules meetings, processing pending business and supports clients

· Carries out administrative duties such as filing, emailing, copying, scanning etc.

· Completes operational requirements by scheduling and completing all assigned tasks to completion to expedite results

· Exhibits polite and professional communication via phone, e-mail, and mail

· Supports advisors by performing tasks related to organization, in timely fashion while demonstrating strong communication skills

· Supports clients to ensure all documents are complete and submitted properly

· Provides information and assisting clients by answering questions and requests

· Contributes to team effort by implementing an efficient tracking system of pending business to accomplish results as needed

· Help oversee BW Wealth Management Website and social media

· Able to work effectively without constant supervision.

Administrative Assistant Skills and Qualifications:

· Task Oriented

· Administrative Writing Skills

· Managing Processes

· Proficient with Web based programs

· Highly Organized

· Analyzing Information and Details

· Professionalism

· Problem Solving

· Strong Verbal Communication Skills

· Knowledge of appropriate software including: Redtail, Microsoft Word, Excel, Outlook, Microsoft PowerPoint and Adobe Acrobat

· Implement Time management effectively to prioritize task.

Employment Details:

· Schedule is Monday – Friday 8am - 4pm at BW Wealth Management office

· Paid time off on Holidays and paid vacation time.

· Salary starting at $50,000

· Discretionary bonus based upon performance

Industry

Financial Services

Employment Type

Full-time