What are the responsibilities and job description for the Executive Support Professional position at Stuart Financial Group?
Company Overview
We are a financial firm dedicated to delivering exceptional service and results to our clients. Our team of experts is committed to helping individuals and businesses achieve their financial goals.
Salary
The compensation package for this role includes a competitive hourly rate, ranging from $20 to $23 per hour, depending on experience.
Job Description
This is an exciting opportunity to join our team as an Administrative Assistant, providing support to our Financial Advisor in managing the branch office. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and excellent communication skills.
Responsibilities
- Answer phones and greet clients in a friendly, positive, and warm manner
- Be the first point of contact for prospects and clients
- Maintain office supplies and outgoing correspondence
- Assist clients with issues and concerns
- Build and improve upon client relationships
- Database management
- Set appointments with clients and assist the Advisor with calendar management
- Pre-appointment preparation including compiling account summaries
- Maintain office filing system, both paper and electronic
- Record notes from client conversations
- Assist with various marketing objectives
- Other industry-specific tasks as needed
Required Skills and Qualifications
To be successful in this role, you will need:
- A minimum of 1-2 years of administrative office experience in a fast-paced environment
- Financial industry experience preferred
- Advanced skills with MS Office Suite
- CRM experience
- The ability to prioritize projects and manage time effectively
- Savvy customer service skills, including excellent communication, both verbal and written
- Strong follow-through
- A good-natured, positive attitude
- The ability to demonstrate persistence to achieve quality results
- Open to obtaining Life & Health license
Benefits
We offer a comprehensive benefits package, including:
- A Safe Harbor 401K plan after 60 days with 100% matching up to 6% of pay
- Full health and dental coverage for employees only
- Major holidays paid
- Paid team trip for employees and one guest when we meet our sales goal
- Company-paid lunches
- Six Fridays off spread throughout the year, chosen as a team at the beginning of the year
- Two weeks PTO and three weeks after three years
Salary : $20 - $23
