What are the responsibilities and job description for the Administrative Assistant position at Martin Wealth Solutions?
Welcome to Martin Wealth Solutions , found at , 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.
- Bachelor's Degree
- Knowledge of investment or insurance paperwork.
- Strong communication, multitasking, and time-management skills
- Sales and Marketing Skills
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Basic Requirements :
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
Benefits :
