Administrative Assistant

We are a firm that offers Investments, Retirement, and Financial Planning in Downtown Waverly and Chillicothe, Ohio. We are looking for a professional and polite individual to greet our clients and assist with typical administrative tasks, and assist our financial advisors in preparing client reports, processing investment orders, and handling all other daily office functions. This is a full-time position during the hours of 8:30am-4:30pm M-F.

DUTIES INCLUDE, BUT NOT LIMITED TO:

• Welcoming clients with friendly and professional demeanor
• Sustains a clean and tidy workspace
• Interacting with clients and wholesalers in person or over the phone
• Schedules meetings and maintains office Google Calendar
• Maintains administrative functions such as ordering office supplies, collecting mail, and drafting misc. client letters
• Files, copies, prepares reports for client meetings
• Maintains multiple Excel Spreadsheets with client information
• Basic accounting functions for bill paying, etc

QUALIFICATIONS

• Must have complete confidentiality
• Excellent communication skills (Written, verbal, telephone)
• Microsoft Office Knowledgeable
• Able to work independently or take initiative
• Skilled in multi-tasking and prioritization
• Previous administrative support and finance experience preferred
• 'Work Location: Waverly and/or Chillicothe (possibly split days...TBD)
• College, Experience, and Investment Licenses are a plus and help determine pay
• Security Licenses and/or Life & Health Licensure a plus, but not required

Job Type: Full-time

Pay: $16.00 - $20.00 per hour

Expected hours: 32 – 40 per week

Benefits:

• Paid time off
• Retirement plan

Schedule:

• Monday to Friday
• No weekends

Experience:

• Banking or finance: 2 years (Preferred)

Ability to Commute:

• Waverly, OH 45690 (Required)

Ability to Relocate:

• Waverly, OH 45690: Relocate before starting work (Preferred)

Work Location: In person

Salary : $16 - $20