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We are seeking a talented and friendly individual to join our team as an Administrative Assistant! In this role, you will be responsible for assisting two financial advisors with administering all aspects of client accounts, managing their calendar, greeting and assisting clients, and processing account requests. You will also be responsible for managing email communications, creating reports and databases, maintaining client review materials and presentation materials, and ensuring that our company is in regulatory compliance. If you have previous experience in financial services support, strong attention to detail, excellent written and verbal communication skills, and the ability to prioritize and multitask, we encourage you to apply! In addition, you must be friendly, work well with others, and have the ability to work independently with very limited direction, as well as in a team environment. Our company, which has been serving the community since 1989, provides wealth management, financial planning, retirement planning, risk management, and estate planning services to individuals. As a valued member of our team, you will enjoy paid vacations and holidays, attractive office hours, bonuses, and the option for hybrid remote work. If you are looking for an exciting and rewarding career in the financial services, insurance, and investment management industry, then we want to hear from you! Apply today to join our team as an Administrative Assistant. Requirements Input data accurately into spreadsheets, databases, and other systems Verify the accuracy of data entered and correct any errors Organize and maintain files and records Assist in the preparation of reports, presentations, and other documents as required Communicate with team members and managers to ensure all data is accurate and up to date Follow established procedures for data entry and management Ensure data confidentiality and security Participate in ongoing training and development programs as required Benefits As a work from home employee, you will have the flexibility to work from your own location. Additionally, some companies may offer benefits such as health insurance, 401(k) plans, and paid time off.
