Wolff Financial Management, a successful and growing financial planning and investment management firm, is looking for an experienced, fulltime administrative professional.

Job Responsibilities Include:

• Answering phones and greeting clients in a professional and friendly manner
• Calendar management, including scheduling appointments
• Assist with client meeting preparation
• Preparing client applications, account related forms and reports
• Opening, sorting, and routing incoming mail, preparing outgoing mail
• Implementing client account deposits and withdrawals as instructed
• Filing, copying, faxing, and scanning

Education and Prior Experience Preferred:

• Two years of administrative experience, preferably in a professional business setting
• Experience in the Financial Services or Accounting industry is a plus

Knowledge, Skills, and Abilities Preferred:

• Strong interest in working with numbers
• Skill in the use of Microsoft Office software including Word, Excel, Outlook and Teams
• Demonstrated ability to communicate effectively, both verbally and in writing
• Attention to detail and ability to enter information efficiently and accurately into database and financial software
• Ability to follow detailed instructions and guidelines needed for documentation and compliance

Personal Skills Required:

• Business professional with strong business ethics
• Team player
• Proactive and self-motivated
• Must be trustworthy and demonstrate strong ability to maintain confidentiality

Benefits and Work Schedule:

• Compensation: Dependent on level of education, experience, and skills. Compensation includes paid vacation, medical/dental/vision insurance and retirement plan.
• This is a fulltime position, Monday through Friday, 8:30 a.m. to 5:00 p.m.

Please do not contact Wolff Financial Management directly. Only candidates who apply through the job posting site will be considered.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• Of the knowledge, skills and abilities preferred for this role, which do you believe is your strongest, and why?

Experience:

• Administrative Assistant: 2 years (Preferred)

Work Location: In person