What are the responsibilities and job description for the Administrative Assistant position at Western Colorado Wealth Management Consultants?
Simply said, we are in the business of helping others and strive to find an individual with the same passion and principles. We are a client centered office and always strive to deliver the best experience and service possible.
Role :
Work in collaboration with a Financial Advisor(s) and support staff to assist new and existing clients as well as business operations.
Requirements
- Confidentiality and integrity
- Professional and courteous demeanor
- Strong communication and organizational skills
- Ability to work independently as well as be a team player
- Data entry skills with close attention to details
- Ability to pass fingerprinting and background check
Initial Responsibilities :
Benefits