What are the responsibilities and job description for the Administrative Assistant/Receptionist position at Martin Wealth Solutions?
Welcome to Martin Wealth Solutions, found at www.PlanWellRetireHappy.com, your beacon in the realm of financial planning, situated in Roanoke, VA. Renowned for our tailored strategies in retirement planning and wealth management, we're more than just a firm - we're a tightly woven community. . At Martin Wealth Solutions, we go beyond merely planning for the future; we secure its success.
Martin Wealth Solutions is currently on the lookout for a motivated and highly skilled Administrative Assistant - future financial advisor to join our team. This role is crucial in providing top-notch support to our rapidly growing base of clients. This position offers a unique opportunity to become an integral part of our dynamic team, contributing significantly to our mission of delivering superior financial solutions.
Duties:
- Streamline client onboarding.
- Provide superior client service.
- Oversee investment and insurance paperwork.
- Gather client feedback and assess satisfaction.
- Partner with the advisory team to achieve goals.
Basic Requirements:
- Bachelor's Degree
- Knowledge of investment or insurance paperwork.
- Strong communication, multitasking, and time-management skills
- Sales and Marketing Skills
Why Martin Wealth Solutions?
This isn't just a job; it's a career-making move. We offer competitive pay , but more importantly, a chance to profoundly impact our clients' lives while learning, growing, and developing as an advisor into who you want to become. We're more than a financial advisory firm; we're in the business of transforming lives through exceptional service.
Martin Wealth Solutions is an equal opportunity employer, committed to providing a welcoming and inclusive environment for all employees.
Job Type: Full-time
Pay: $42,000.00 - $53,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Application Question(s):
- In a few words, why do you think you are the right person for this position?
Work Location: In person
Salary : $42,000 - $53,000
