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Job Description
Job Title: Administrative Assistant
Report To: Advisor
Job Status: Part-time (9 am- 1 pm)
OES Wealth Partners a growing financial planning firm, is seeking an Administrative Assistant to assist with the mission of helping clients achieve their financial goals through a holistic approach. This is an opportunity to play a key role in a small, rapidly growing company where your potential to excel is unlimited.
Job Summary
The Administrative Assistant is responsible for providing excellent service, support, follow-through and administrative tasks with the purpose of delivering an exceptional client experience. The Administrative Assistant specializes in client experience to ensure that OES Wealth Partners is an efficient and organized office allowing the advisor to focus on building client relationships.
Responsibilities include but are not limited to:
Executive Support:
Office Administration:
Knowledge, Skills and Abilities:
Education and Experience
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and OES Wealth Partners are not affiliated.
Job Type: Part-time
Pay: $20.00 - $25.00 per hour
Expected hours: 20 per week
Schedule:
Experience:
Ability to Relocate:
Work Location: In person
Part Time
$82k-98k (estimate)
01/14/2024
05/14/2024
The job skills required for Financial Administrative Assistant include Customer Service, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Administrative Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Administrative Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Administrative Assistant positions, which can be used as a reference in future career path planning. As a Financial Administrative Assistant, it can be promoted into senior positions as a Bookkeeping Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Administrative Assistant. You can explore the career advancement for a Financial Administrative Assistant below and select your interested title to get hiring information.