What are the responsibilities and job description for the Administrative Assistant position at Great Valley Advisor Group?
Job Description
Job Description
Salary : $25-30
About the company and position :
Great Valley Advisor Group (GVA) is a technology driven full-service Registered Investment Advisor (RIA) engineered to provide tailored solutions to independent advisors and advisory firms. The Administrative Assistant will collaborate with the Director of Transitions to assist advisors in transiting their practice to GVA.
Essential Job Functions :
Assist new advisors in transferring their book of business to GVA (including account openings, cash management and transfer paperwork).
Provides ongoing support to existing advisors within the GVA network.
Collaborate with internal departments to resolve account related issues.
Provide excellent customer service to new and current advisors.
Prepare reports, presentations, and financial documents as needed.
Maintain an organized filing system for documents and client records.
Core Competencies :
Business Ethics : Works with integrity and ethically, upholds organizational values, and abides by written policies.
Communication : Ability to communicate clearly and effectively in English and take direction from supervisors. Expresses ideas and thoughts both verbally and in written form, exhibits good listening skills and comprehension, responds well to questions, and writes clearly and informatively.
Customer Service : Provides prompt and high-quality service to team members, vendors, and internal / external customers. Ability to remain calm in stressful situations. Resolves service issues in the assigned project / department in a timely and professional manner.
Teamwork / Morale : Treats others with professionalism, gives and welcomes feedback, inspires the trust of others, displays a solution-driven mindset, offers assistance and support to co-workers consistent with this role, works cooperatively and collaboratively in group situations. Engages consistently in professional behavior.
Qualifications, Experience, Education :
1-2 years of experience in similar role.
Experience with LPL Financial, Charles Schwab, and / or Fidelity processes and paperwork.
Advanced skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint, Access and / or other web-based applications.
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