Administrative Assistant
Opportunity:
We are currently looking for a part-time Administrative Assistant to work directly with a Wealth Management Advisor in our Toledo, OH office location. The position will begin at 18-24 hours per week, depending on the candidate’s availability. Potential full-time hours in the future. Exact days/hours flexible.
Objective:
The Administrative Assistant will be responsible for assisting the Wealth Management Advisor in their day-to-day operations. Working knowledge of a PC computer is a must.
Primary Responsibilities (including, but not limited to):
- Assist with Advisor’s day-to-day operations
- Answer and make phone calls
- Organize and schedule appointments
- Meeting preparation
- Gather documentation for client review meetings
- Complete Application forms
- Maintain compliant files
- Update Client Relationship Management system
Qualifications:
Required:
- Must have excellent organizational skills, attention to detail, and the ability to prioritize
- Must be technology savvy
- Dedicated to customer service
- Proficiency in Microsoft Word, Excel, Outlook & Powerpoint
- Ability to learn other software programs
- Ability to work independently and as part of a team
- Positive attitude
- Strong communication skills
Preferred:
- Experience in the financial services industry – strongly preferred
- Experience dealing with clients
- Experience with any Client Relationship Management tool
- Working knowledge of office equipment, like printers and fax machines
Compensation:
$18-$24 per hour, depending on experience level.