Benefits:

401(k) matching

Dental insurance

Health insurance

Vision insurance

Benefits/Perks

Competitive Compensation

Paid Time Off

401(k)

Job Summary

We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our final advisors, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

Responsibilities

Answer incoming phone calls and route them to the appropriate person

Schedule appointments and maintain a calendar

Prepare, process and maintain brokerage forms, agreements, disclosures, and compliance documents, ensuring accuracy and adherence to regulatory standards

Maintain office supplies and order as needed

Generate online reports for client meetings

Maintain an organized filing system

Qualifications

High school diploma/GED required, Associate’s degree or administrative training is preferred

Previous experience as an Administrative Assistant or in a similar position

Familiarity with standard office equipment such as printers and fax machines

Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint

Highly organized with excellent time management skills and the ability to prioritize projects