What are the responsibilities and job description for the Administrative Liaison position at Stuart Financial Group?
Company Overview
We are a dynamic financial services organization that provides personalized support to our clients. Our team of professionals is dedicated to delivering exceptional results and building lasting relationships.
Job Summary
We are seeking an experienced Administrative Assistant to provide critical support to our Financial Advisor in managing the branch office. This is an exciting opportunity to join our team and contribute to our mission of delivering exceptional service and results.
Key Responsibilities
- Provide administrative support to the Financial Advisor, including answering phones, greeting clients, and maintaining office supplies
- Develop and implement effective strategies to build and maintain strong client relationships
- Manage database and calendar systems, ensuring accurate and timely information
- Assist with various marketing initiatives and other industry-specific tasks as needed
Requirements
To succeed in this role, you will need:
- A minimum of 1-2 years of administrative experience in a fast-paced environment
- Financial industry experience preferred
- Advanced skills with MS Office Suite, including Excel, Word, and Outlook
- CRM experience and knowledge of database management systems
- Excellent communication and interpersonal skills
- A strong work ethic and attention to detail
- The ability to work independently and as part of a team
Benefits
We offer a comprehensive benefits package, including:
- A competitive hourly rate, ranging from $20 to $23 per hour, depending on experience
- Opportunities for professional growth and development
- A collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
Salary : $20 - $23
