Administrative Assistant

Your Next Career Move: Advisor & Administrative Assistant

Are you a detail-oriented professional with a passion for client service and financial planning? Do you thrive in dynamic environments where your contributions directly impact clients' financial well-being? If so, this opportunity is tailored for you.

Why This Role Stands Out

Joining Capital Financial means becoming an integral part of a team that prioritizes client-centric financial advisory services. You'll work directly with Marty Hensley, a renowned financial advisor known for his innovative radio show lead generation model, ensuring clients receive top-notch service and support.​

Key Responsibilities

• Client Support: Manage service requests, process applications, and maintain accurate client records.​
• Administrative Excellence: Coordinate schedules, prepare meeting materials, and ensure seamless operations.​
• Process Improvement: Identify opportunities to enhance workflows and elevate client satisfaction.​

What You Bring

• Experience in administrative support or financial services.​
• Proficiency with financial platforms like FireLight and CRM tools.​
• Exceptional organizational and communication skills.​
• Ability to work independently and adapt in a fast-paced setting.​

Earning Potential

This role offers a competitive base salary complemented by a 3% commission on processed applications, with total earnings ranging from $80,000 to $90,000 annually, depending on trade volume.​

Is This You?

If you're proactive, detail-oriented, and eager to make a meaningful impact in the financial services industry, we encourage you to apply. This is more than just a job; it's an opportunity to grow professionally while helping clients achieve their financial goals.​

Take the Next Step

Don't miss out on this chance to advance your career with Capital Financial. Apply today and embark on a rewarding journey with us.