Administrative Assistant

An established, boutique financial services company committed to helping their clients succeed financially is seeking a skilled administrative assistant with an attention to detail to join their team. They believe in a supportive team approach providing clients with the education, guidance, and motivation, to effectively implement personal and/or business goals.

RESPONSIBILITES:

• Provide a high level of customer service in all levels of contact
• Handle sensitive, confidential, and proprietary information with impeccable discretion
• Complete and process financial forms and applications; ensure necessary tasks are completed including paperwork, scanning and archival of documents
• Process and maintain compliance logs
• Assist with tax preparation, return processing, and invoicing
• Process incoming checks on a timely basis including transmittal reconciliation
• Create and modify documents using Microsoft Word and Excel
• Prepare financial reports using Excel and financial planning software
• Enter, update, and maintain client information in client management systems
• Coordinate and complete company mailings including marketing materials, birthday/holiday cards, etc.
• Other duties and/or project based work, as assigned

QUALIFICATIONS:

• Related office experience
• Professional
• Ability and desire to learn investment products, services, and financial planning systems
• Series 7 license (helpful to have, openness to obtaining during employment)
• College degree (preferred)
• Experience with Microsoft Word and Excel

TRAITS:

• Ability to work independently and as part of a team
• Organization, prioritization, and multi-tasking skills
• Strong sense of urgency and problem-solving skills
• Excellent verbal and written communication skills
• Track record of Discretion and Confidentiality
• Interest in customer service and making a difference for people
• Interest in taking ownership and responsibility
• Smart and common sense are important for success!

LOCATION: SE Metro. Office complex next to coffee shop, wine bar and more.

NOTES: This is a nice office with good people. There is opportunity for continued career growth, development and advancement if one wants it. And, the job can be satisfying staying the way it is currently set up for a long time. Work is varied and this person is a critical part of the team. The hours are reasonable and supports a family life. This industry is heavily regulated - interest in crossing the I's and dotting the T's will make this position.