What are the responsibilities and job description for the Administrative Assistant position at YTS Wealth Management?
Our office environment can be described as modern, family-oriented, positive, and welcoming. As a Administrative Assistant, you are an advocate for advisors and the administration team.
Tasks for this position will include
- Scheduling meetings
- Scanning, faxing, and e-filing client intake forms
- CRM data entry
- Taking incoming phone calls
- Assist admin team in handling a monitored task queue
- Making sure conference rooms are cleaned and ready for daily reoccurring meetings
- Stocking inventory and keeping communication with Branch Admin Manager on status.
- Attend weekly meeting with the administration team
Skills to succeed in this role include:
- Multi-tasking
- Excellent communication
- Efficient time management to meet deadlines
- Staying organized
- Maintain professionalism and a positive attitude
- Work well with other team members
Pay range is $45,000 - $50,000 per year. Experience includes:
- Office and front desk attendant experience
- Working with data entry, numbers, sensitive and confidential information
- Directly working in the financial services industry
- Experience working with our Broker Dealer, LPL Financial
- Education in finance, having financial certifications, and/or securities licenses
Benefits (Effective upon Date of Hire)
- 10 days of Paid Time off
- 12 weeks of full-pay Maternity Leave
- Flexible scheduling for personal/miscellaneous appointments (do not go against PTO)
Observed Holiday's with Full Pay:
- New Year's Day
- President's Day
- Good Friday
- Memorial Day
- Juneteenth
- Independence Day
- Labor Day
- Thanksgiving Day
- Day after Thanksgiving
- Christmas Eve
- Christmas Day
- New Year's Eve
- *Must be able to pass a drug test, state background check, and federal fingerprinting. Those unable to pass are not encouraged to apply.
Salary : $45,000 - $50,000
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