Administrative Assistant Miamisburg, OH

We are a small wealth management, investment advisory team in Miamisburg, OH. We are looking for an entry level employee who has a positive attitude and sincere willingness to constantly learn and provide great services to clients. Responsibilities and pay will increase over time. We are aggressively seeking someone to be part of our team in Miamisburg, OH. This is an in-person position.

Tremendous growth opportunity! Wealth management firm located in Miamisburg is looking for an Administrative Assistant. Initial duties will include greeting clients, scheduling appointments, and data entry. You are expected to grow into a key member of the team. Opportunity exists to tailor your career going forward, and you will be treated as an integral part of the team from day 1. This is not a sales position. Qualified candidates will be eager to learn, have at least some college educations with a bachelor’s degree strongly preferred. You are affable, work well with little supervision, and are results oriented. We offer a salary which will be commensurate with experience.

Key competencies for this role include:

• Highly motivated individual with a positive attitude and sincere willingness to constantly learn and grow.
• Must be able to work independently as well as part of a team.
• Exceptional organizational, time management skills as well as strong data management skills
• Process-oriented mindset with demonstrated project management in a fast-paced environment.
• Excellent communication and professional demeanor
• Strong PC knowledge, typing and relative skills.
• Proficiency in Microsoft Office Suite (Outlook, Work, Excel, and Power Point)
• Highly motivated individual with a positive attitude and sincere willingness to constantly learn and grow.
• Possess self-confidence, assertiveness, problem solving skills and be able to adapt to a changing environment.
• Initial responsibilities include phone work, scheduling, and data entry, follow up on work, among other tasks.

Required Skills and Experience:

• A minimum of 2 years marketing or customer service experience strongly preferred.

• Bachelor’s degree is preferred, but not required, in finance, marketing, business or other relevant discipline.
• Microsoft Office Suite experience

Looking to fill immediately and long term.