What are the responsibilities and job description for the Financial Planning Assistant position at Visron Technical LLC?
Are you good at helping people feel cared for? Can you persevere with vendors who struggle to do a competent job to make sure the right thing gets done for the client? Are you that smiling face and lilting voice that clients enjoy talking to? Then you might be the right candidate for the administrative assistant we are looking for.
The administrative assistant is often the first and most frequent member of the team to interact with clients and needs to embody these traits. The ideal candidate is a problem solver with excellent communication skills and unfailing attention to detail.
Objectives of this role
- Serve as the public face and voice of the office, responding to requests, providing information, and welcoming clients.
- Manage workflow, following and improving processes.
- Coordinate resources to make sure the financial advisors have what they need when they need it to carry out their roles.
Responsibilities
- Provide front desk coverage, answer the phone, greet guests when they arrive, maintain an orderly and professional workspace.
- Provide administrative support to two financial advisors, setting appointments, processing paperwork, following up transactions, sending and keeping records of correspondence.
- Enter and maintain information into client and financial planning systems accurately.
Required skills and qualifications
- Five years administrative experience, preferably in financial services or a tax office
- Excellent written and verbal communication skills
- Ability to prioritize and manage workflow
- Aptitude for learning and using software
Preferred skills and qualifications
- Experience supporting financial planners or CPAs
- Experience entering data into financial planning and tax software
- FINRA registered assistant
INDHP
Job Type: Full-time
Pay: $23.00 - $26.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Education:
- High school or equivalent (Preferred)
Experience:
- Administrative Assistant: 5 years (Preferred)
- Financial Planning Assistant: 5 years (Preferred)
- CPA Assistant: 5 years (Preferred)
- financial planning/tax software: 5 years (Preferred)
Work Location: In person
Salary : $23 - $26
