What are the responsibilities and job description for the Administrative Assistant position at Rockwood Stone Wealth Management, LLC?
Company Description
At Rockwood Stone Wealth Management, LLC, we specialize in developing personalized financial strategies to help clients achieve peace of mind. Our services include comprehensive financial planning, retirement planning, investment management, estate resources, and life insurance solutions tailored to individual needs.
Role Description
This is a full-time on-site Administrative Assistant role located in Pocatello, ID. The Administrative Assistant will be responsible for providing clerical support, managing phone communications, maintaining office organization, and assisting with executive administrative tasks.
Additionally, this role offers opportunities for career advancement based on the individual’s willingness to obtain relevant licenses. With proper licensing, the candidate can transition into a higher-paid assistant role that involves assisting with trades, life insurance services, and proposal preparation. For those who pursue full licensing, there is potential to grow into a fully licensed financial advisor within the firm.
NOTE: This is an in-person position, and remote work is not an option. Candidates must be able to work on-site in Pocatello, ID on their scheduled workdays.
Qualifications
- Must be able to pass an extensive background check
- Administrative Assistance and Executive Administrative Assistance skills
- Strong Phone Etiquette and Communication skills
- Clerical Skills proficiency
- Excellent organizational and multitasking abilities
- Proficiency in Microsoft Office suite
- Experience in the financial services industry is a plus
- Interest in professional growth within the financial sector, with a willingness to obtain necessary licenses
Benefits
- Competitive salary with growth potential
- Retirement plan options
- Health, dental, and vision insurance
- Opportunities for licensing and career advancement within the financial industry
- Supportive and collaborative work environment
This role is an excellent fit for individuals looking to start a career in finance with the potential for long-term growth. If you are detail-oriented, organized, and eager to expand your skills, we encourage you to apply.
Salary : $15 - $20