Financial Administrative Assistant

Job Description & Benefits

The Administrative Assistant will be responsible for general client services, scheduling, and administrative support to both the Lead and Associate Advisors of a Wealth Management Financial Firm. The candidate for this position should be capable of working in a dynamic work environment with a strong attention to detail and a motivated attitude for problem-solving. This individual will be required to work both independently and alongside other assistants while under the direct supervision of the Lead Advisor and Office Administrator.

WealthCrest Financial Services, LLC provides a 401(k) plan, paid holidays, and accrued time-off for this full-time, hourly paid position.

Duties and Responsibilities:

Client Services

• Greet and receive incoming clients. Maintain the reception area and conference rooms.
• Handle incoming communications, to include physical mail, emails, phone calls and messages.
• Record and direct inquiries/requests in order of priority and provide actionable recommendations according to the Advisors’ availability.
• Maintain up-to-date client information records to include data entry and filing.

Administrative Scheduling

• Maintain the Lead Advisor’s work and personal calendars as directed and in coordination with other calendars as deemed necessary.
• Proactively schedule meetings and provide reminders for the Lead Advisor’s clientele.

Administrative Support

• Become knowledgeable and adhere to the Firm’s policies and procedures, which are modeled after requirements made by lawmakers and industry regulators.
• Perform filing/record keeping procedures and assist with industry compliance practices as directed.
• Attend all team meetings, record meeting minutes, and keep Lead and Associate Advisors informed of the status of tasks, projects, and scheduling.
• Send and record client correspondence as directed (Birthday, Holiday, Sympathy, etc.)
• Perform other tasks as assigned by the Lead Advisor and Office Administrator.

Job Requirements

• Must have a satisfactory background check.
• High School Diploma (College Education preferred)
• 4 years’ experience in client services and/or administrative support.
• Professional level written and verbal communication skills.
• Aptitude for mathematical computation and reasoning.
• Intermediate level literacy with computers and software technology.
• Working knowledge of Microsoft Office 365 and Windows OS.
• Financial industry experience preferred, but not required.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and WealthCrest Financial Services are not affiliated.

Job Type: Full-time

Pay: $24.00 - $25.50 per hour

Benefits:

• 401(k)
• Paid time off

Schedule:

• Monday to Friday

Ability to Relocate:

• Springfield, VA 22150: Relocate before starting work (Required)

Work Location: In person

Salary : $24 - $26