What are the responsibilities and job description for the Financial Services Administrative Assistant position at Generational Wealth Planning LLC?
Overview:
We are seeking an Administration Assistant to provide high level administrative support to multiple financial advisors by assisting with customized account paperwork, attending to account service needs, assisting with marketing projects, preparing financial reports, and other basic administrative tasks.
AT LEAST 2 YEARS SECURITIES OR FINANCIAL INDUSTRY EXPERIENCE REQUIRED
FINRA Series 7 Preferred
Responsibilities:
- Be able to use Microsoft Office programs with skill including Microsoft word, Excel, and Outlook
-Process both incoming and outgoing correspondence including mail and phone calls
-Input notes into client files in Redtail CRM ( training will be provided)
-Prepare and process paperwork for both the opening and servicing of client accounts
-Utilize software available from websites to open and service client accounts
-all other duties as assigned
Skills:
-Detail Minded : Be extremely detailed in performing tasks. The ability to focus on the tasks at hand and pay attention to each and every detail
-Communications Skills: Clearly communicate with clients, companies and coworkers. Communication will include but not limited to speech and written statements including phone conversations, meeting, letters and notes in client files.
-Computers Skills: Must be able to utilize computer programs such as Microsoft Office, Redtail CRM (training will be provided), websites from both the Broker-Dealer and also Investment Companies.
Professionalism: Must be able to act and look professional. Dress is business attire. The ability to arrive at work early or on time is imperative as is transportation to and from work.
We offer competitive compensation based on experience along with benefits such as health insurance, retirement plans, and paid time off. If you are a motivated individual with strong administrative skills, we would love to hear from you.
Please note that all positions at our company are paid positions.
Job Type: Full-time
Pay: $24.00 - $35.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Day shift
Ability to Commute:
- Jericho, NY 11753 (Required)
Ability to Relocate:
- Jericho, NY 11753: Relocate before starting work (Required)
Work Location: In person
Salary : $24 - $35