What are the responsibilities and job description for the Administrative Assistant position at Shoemaker Financial?
Administrative Assistant
Shoemaker Financial is seeking a Sales and Client Services Assistant to support the business development efforts of our Advisors and the Firm. A successful candidate will have strong communication and organizational skills with the ability to multi-task and work independently. This position is working predominately with one advisor.
Essential Responsibilities:
- Adhere to the highest degree of professional standards and strict client confidentiality
- Aid senior advisor(s) by handing a variety of administrative functions. Own projects from start to finish.
- Direct correspondence and provide service to clients through phone and e-mail
- Prepare materials for client meetings, seminars, and presentations
- Handle processing and follow-up on new business or service requests
- Handle clerical tasks to maximize productivity of the Advisor and the Firm
- Manage advisor(s) calendar and emails as directed
- Strive to improve the advisor’s practice management and the overall client experience
- Other duties as requested by management
Qualification Requirements:
- Bachelor’s Degree preferred or AA degree
- 2 years’ experience in financial and/or insurance environment preferred
- Excellent oral and written communication skills
- Organized and able to manage/prioritize workload effectively
- Ability to assume responsibility, meet deadlines, and work independently with little or no supervision.
- Strong attention to detail and proofreading skills.
- Good at problem solving. Resourceful, creative, and results oriented.
- Excellent computer skills including expertise in Microsoft Office (including excel), Microsoft Outlook, and the ability to quickly learn and adapt to new or changing technologies.
About Our Firm
Shoemaker Financial was founded in 1978 in Memphis, TN. Over the past 40 years, our firm has grown to include branch offices in 8 other cities and over 100 driven and experienced professionals. We partner with clients by providing financial advice, insurance and investment products, and customized solutions to meet each client's goals. Internally, our company empowers employees through mentorship to achieve professional and personal success. We have a robust support team who partner with our financial advisors and their administrative assistants to service your clients. Our success is rooted in our core values of Integrity, Trust, and Mutual Respect. We have earned long-running accolades of National Best and Brightest Companies to Work For (2012 to present) and locally Top Places to Work (2013 to present). We pride ourselves on doing what is best for our clients and our team, and we are committed to nurturing a professional and connected workplace.
Job Type: Full-time
Pay: $47,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Shift:
- 8 hour shift
Application Question(s):
- Are you willing to undergo a background check in compliance with local, state, and federal laws?
- How many years of experience do you have working in an office/corporate environment?
Education:
- Bachelor's (Preferred)
Work Location: In person
Salary : $47,000 - $55,000
