What are the responsibilities and job description for the Administrative Assistant position at Wine Valley Wealth Management?
Job Description:
Wine Valley Wealth Management is looking for an Administrative Assistant to join a small dynamic team of professionals, responsible for a variety of administrative and clerical tasks in a fast-paced office. Responsibilities in this role include operational administrative processing related to the financial service industry, providing professional, friendly support to clients and fellow team members. The ideal candidate for this role is reliable, resourceful, a good problem solver, organized and has acute attention to detail.
Essential Duties and Responsibilities:
Duties include but are not limited to:
o Prepare and process new account paperwork for advisor and clients
o Prepare any additional follow up forms for clients per advisor’s request
o Create and maintain client accounts
o Manage and handle advisor notifications
o Follow through with all paperwork to ensure it is in good order
o Maintain the offices CRM system
o Event planning and coordination
o Manage inbound and outbound calls with professionalism
o Mail/email agreements, brochures, and other client account paperwork to clients
o Research and resolve account issues or miscellaneous questions for clients and advisors
o Maintain files and prepare correspondence and documents for advisors and clients
o Maintain a professional office environment
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
o Strong respectful leadership skills
o Strong technology/computer aptitude
o Identify and resolve problems in a timely manner
o Intuitive and resourceful to gather, analyze and resolve complicated issues
o Respond promptly and accurately to client questions and needs
o Meet commitments and maintain confidentiality
o Exhibit sound and accurate judgment
o Demonstrate accuracy and thoroughness
o Monitor own work to ensure quality
o Strong attention to detail
o Strong time management skills
o Thrive in a fast-paced environment
Education and/or Experience:
Series 7, 63, 65 and/or 66 is preferred but not required. Knowledge of investments and financial operations are required.
About Wine Valley Wealth Management Financial Advisors:
At Wine Valley Wealth Management we strive to develop long-lasting relationships and developing financial plans tailored specifically to the individuals needs and desires through every stage of their financial journey.
How to apply:
If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of Dalton and send to: careers@financialadvocates.com. Please use your last name somewhere in your resume's file name.
If you are a qualified candidate, we will respond by phone or email. Please note, emails from us may go into your spam/junk file.
We look forward to hearing from you!
Job Type: Full-time
Pay: $22.00 - $32.00 per hour
Benefits:
- 401(k)
- Paid time off
Schedule:
- Monday to Friday
Work Location: In person
Salary : $22 - $32