What are the responsibilities and job description for the New Business & Operations Assistant position at WestPoint Financial Group?
This position is being offered by Gordon F. Homes and will be a direct employee of the advisor. WestPoint Financial Group is assisting with sourcing of this position.
Gordon Homes has spent over 35 years providing financial planning services to his clients, emphasizing comprehensive planning in partnership with non-profit organizations and within the special needs space. Gordon is distinguished as holding particular knowledge of federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as other financial considerations for providing quality lifetime care to those with special needs.
Gordon is frequently engaged as a speaker at parent support group meetings and state conferences with 60-80 speaking engagements per year, and he is nationally recognized in the area of special needs planning.
Gordon is currently seeking an Administrative Assistant to join his very busy office. The ideal candidate will work alongside Gordon and his existing team to collaboratively meet clients’ needs by providing support throughout the application process - from meeting preparation, to business submission, to placement and delivery.
The successful candidate will be personable, detail-oriented and proactive, tech savvy, able to multi-task and understands the importance of confidentiality. This position requires the ability to work well in both a self-directed manner and in a collaborative team environment while embracing the firm's core values.
This role is Full Time, Monday through Friday, in the office.
Responsibilities:
- Submit business applications and its process cycle
- Support client requests and inquiries
- Problem solve and support busy advisor throughout the practice
- Additional administrative duties
Candidate qualifications:
- 2 years of professional administrative experience
- Proficient use of MS Office (Word, Excel, Outlook, etc.), CRM experience a plus
- Excellent telephone, written, and interpersonal communication skills
- College degree or comparable professional work history
- Investment/FINRA registrations are a plus, but not required
Additional Desired Skills/Traits:
- Team player and ability to adapt to change and other responsibilities
- Ownership with time management, organization, and product knowledge
- Attention to detail and effectively receive, interpret, and disseminates information accordingly through verbal or written communication
- Proper grammar usage in communication with clients is of the utmost importance
- Acts as a liaison for advisor with business partners and clients
- Capable of completing multiple tasks and meeting established objectives and deadlines
Benefits:
- Health, Dental
- Group Life Insurance and STD/LTD
- Paid Time Off/Sick and Paid Holidays
- 401k with Match
Salary:
Up to $25/hr depending on qualifications and experience.
Salary : $25
