What are the responsibilities and job description for the Administrative Assistant/Customer Relationship Specialist position at Rik Saylor Financial?
Rik Saylor Financial, a growing wealth management firm, is seeking a dynamic and customer-focused individual to provide front desk coverage and administrative support. Join our mission to help clients achieve their financial goals while playing a pivotal role in our fast-growing organization!
WHO WE’RE LOOKING FOR:
An energetic, genuine, personable, and intentional professional with:
- Excellent written and verbal communication skills
- Exceptional organizational and detail-oriented abilities
- Strong time management and prioritization skills
- Positivity and a can-do attitude
- Self-motivation and a proactive mindset
- Professional business appearance and presentation (Business Casual/Business attire)
- A commitment to a long-term career with growth opportunities
Bonus Points:
- Experience in the Financial Services Industry
- Familiarity with EOS (Entrepreneurial Operating System)
Key Responsibilities:
- Deliver outstanding client relations in person, via phone, and email
- Manage individual advisor calendars, including meetings, conference calls, and travel
- Maintain and update client files in our CRM system (Advyzon)
- Provide clerical and administrative support to advisors
- Handle incoming mail, deliveries, and courier services
- Manage client files (electronic and hard copy)
- Complete additional administrative tasks as assigned
Requirements:
- 3 years of Administrative Assistant experience, including scheduling
- Pass credit, background, and drug screening
- Proficiency in Microsoft Suite (Outlook, Word, Excel, PowerPoint)
- Ability to operate standard office equipment (computers, phones, copiers, etc.)
- Schedule: Monday–Friday, 9:00 am–5:00 pm (in-person, 8-hour shifts)
Compensation & Benefits:
- Pay: $18–$22/hour based on experience performance-based bonuses
- 401(k) matching
- Paid time off (PTO), vacations, and holidays
- Career growth potential
- Positive work environment and culture
At Rik Saylor Financial, we value a fast-paced, motivational culture focused on healthy living. Smokers need not apply. To learn more, visit RikSaylorFinancial.com.
We are an equal opportunity employer and welcome applicants of all backgrounds.
Job Type: Full-time
Pay: $18.00 - $22.00 per hour
Expected hours: 40 per week
Benefits:
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Experience:
- Administrative: 3 years (Required)
Work Location: In person
Salary : $18 - $22
