What are the responsibilities and job description for the Office Assistant position at S&S Employment Partners?
One of our clients is seeking an Office Assistant to support partners in the day-to-day operation of a financial planning practice.
This is a full time, direct hire opportunity where you will earn up to $70,000 based on your experience. You will work Monday-Friday 7:30am to 4:00pm or 8:00am to 4:30pm. This position is 100% on site.
Some of your responsibilities as an Office Assistant include:
- Supporting financial advisors (2)
- Welcoming clients and visitors to the office
- Answering phones
- Promptly responding to voicemails
- Managing multiple calendars
- Planning and scheduling appointments
- Submitting applications
- Sorting and executing mass mailings
- Filing
- Data entry
- Establishing and maintaining client accounts and transactions
- Maintaining inventory and office cleanliness
- Providing accurate bookkeeping and tax reporting
- Managing company checkbook
- Payroll
- Fulfilling client requests
- Attending client and/or company events outside of work hours
- Maintaining confidentiality
- Miscellaneous duties as assigned
To qualify, you must have a minimum of two (2) years office support experience as well as:
- MUST have Wealth Management industry experience
- Investment, insurance or financial background preferred
- General accounting skills (AP/AR)
- Series 7 or 66 is a plus
- Ability to multi-task
- Strong computer skills (Microsoft Office, Excel, Word, PowerPoint, QuickBooks)
- Excellent communication skills (both verbal and written)
- Attention to detail and accuracy
If you’re a dependable individual with a high level of professionalism, then please submit your resume for immediate and confidential consideration.
We are an Equal Opportunity Employer.
Salary : $70,000
