What are the responsibilities and job description for the Administrative Assistant position at WISE FINANCIAL LLC?
Who We Are:
Wise Financial is a trusted financial services firm specializing in retirement planning, estate planning, and comprehensive asset management. Our team is dedicated to delivering personalized financial solutions that make a difference in our clients' lives. As we continue to grow, we are looking for an energetic and organized administrative assistant to support our operations and help us maintain our high standards of client service.
Duties:
- Provide day-to-day administrative support, including scheduling meetings, managing communications, and handling confidential documents.
- Coordinate client paperwork, ensuring accuracy and compliance with regulatory standards.
- Manage inbound calls and emails, addressing client inquiries professionally and efficiently.
- Maintain and update client databases and internal records.
- Prepare reports, presentations, and other documents as needed.
- Support financial advisors, representatives and the leadership team with various administrative tasks.
Qualifications:
- Proven experience in an administrative role, preferably within financial services or a similar industry.
- Exceptional organizational skills and attention to detail.
- Proficient in Google Office Suite (Docs, Sheets, Drive).
- Strong written and verbal communication skills.
- Ability to work independently with minimal supervision and as part of a collaborative team.
- Positive attitude with a proactive approach to problem-solving.
- Knowledge of financial services or willingness to learn is a plus.
What We Offer:
- Starting Compensation. 40-50k/annual based on experience.
- Opportunity for professional development and growth within the company.
- A supportive, team-oriented work environment.
Why Join Us:
At Wise Financial, we believe in fostering an inclusive and dynamic workplace where everyone can contribute their strengths and develop professionally. This is an excellent opportunity for a driven individual seeking to grow their career in a role within the financial industry.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
Ability to Commute:
- Clifton Park, NY 12065 (Required)
Work Location: Hybrid remote in Clifton Park, NY 12065
Salary : $40,000 - $50,000
