Financial Administrative Assistant

Job Title: Financial Administrative Assistant

Report to: Financial Advisor

Job Summary:

Purpose & Wealth is seeking a Financial Administrative Assistant to support our staff and assist in the daily operations of our Richmond, VA office. The person in this position will be expected to manage business related tasks for the office including setting appointments, communicating with clients, working with investment companies to assist in client needs, and managing business pipelines. To be successful in this role, one must be a team player, eager to help clients, and be able to adjust to a steep learning curve.

Essential Duties and Responsibilities:

• Answer and problem-solve incoming telephone, voice mail, e-mail and in-person requests professionally and courteously
• Schedule, organize, and confirm appointments, meetings, and phone calls with current and prospective clients
• Update website and social media sites with relevant event information and market commentary
• Prepare, organize, coordinate, and maintain all client paperwork
• Complete client paperwork with clients, both in person and via Docusign, and maintain communication with the client about the status of accounts
• Maintain client and other appropriate information in company software including but not limited to accurate and timely processing of updates and report requests
• Type and design general written and electronic correspondence
• Observe strict confidentiality of client information
• Maintains office supplies and facilitates contracts with office equipment vendors
• Utilize financial platforms including Wealthport, Fidelity Institutional, MoneyEdge, Redtail, Riskalyze, and Microsoft Office Suite.

Non-Essential Duties and Responsibilities:

• Be available at the direction of the Financial Advisor for other duties and responsibilities including various projects

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Requirements:

• Language Ability: Ability to read and interpret documents such as rules, instructions, and manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
• Mathematical Ability: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
• Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or scheduled form.
• Computer Skills: E-mail, Internet software, spreadsheets and their macros, graphics, word-processing and company proprietary software used by the company. Typing skills in the 40-50 wpm range.
• Ability to follow verbal and written communications.
• Ability to communicate effectively with public and co-workers in a professional and courteous manner.
• Ability to express ideas clearly both in written and oral communications.
• Ability to self-motivate and work independently.
• Ability to organize and manage multiple priorities (time management).

Education/Experience:

Associate’s degree or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience

Compensation

• Salary $ per year, based on experience
• 10 days PTO and paid holidays
• Medical, Dental and Vision Insurance

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Purpose and Wealth Team are not affiliated.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• customer service: 1 year (Required)

Ability to Commute:

• Henrico, VA 23233 (Required)

Work Location: In person

Salary : $45,000 - $60,000