Job Description

We are looking to hire an individual as an Administrative Assistant for our team of Wealth Advisors. As an entry level position, the Administrative Assistant will learn the basics of our industry, how we operate as a firm, and support the advisors in their everyday tasks. We are searching for someone who is a strong team player that thrives in a fast-paced positive environment. The ideal candidate will have superior client service and technology skills, be able to take direction, prioritize activities, multi-task and operate under a tight timeline.

Our vision for the Administrative Assistant role, is to have them grow with our firm organically. If proven to be a valued resource and commodity, they may have the opportunity to make the transition to the role of advisor and obtain their securities licenses (7 & 66) to begin their career as a Wealth Advisor with Hibernia Wealth Management. With our clear and structured path of advancement within the firm, the Administrative Assistant role can see growth potential from the first day and will learn how our branch teams operate.

Administrative Assistant Responsibilities:

• Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents • Organize, coordinate, and maintain all client paperwork • Correspond with clients to complete new accounts, asset transfers, and other forms • Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face • Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed • Ensure office procedures are followed • Record all transactions on appropriate logs • Set up files correctly and obtain necessary information

Qualifications:

• Previous Financial Services experience • Ability to communicate with co-workers, customers, and various business contacts • Ability to investigate, research and resolve problems or concerns • Ability to maintain confidentiality • Ability to make rule-based and analytical decisions • Ability to organize, prioritize and handle multiple tasks • Ability to pay close attention to detail, work under pressure and meet deadlines • Ability to take complete and accurate notes • Ability to operate various office equipment including personal computer, fax machine, copier, etc. • Ability to utilize various software packages such as Microsoft Office & Outlook • Ability to use internet browsers • Excellent communication (oral and written), interpersonal, organizational, and presentation skills

About Hibernia Wealth Management:

At Hibernia Wealth Management, we believe the keys to creating a solid wealth management plan are trust, expertise, and teamwork. Whether you’re an individual needing customized investment advice or a business owner looking for financial planning, we use a holistic approach to get to know you and fully understand your long term goals before creating a comprehensive financial plan that uniquely meets your needs.

We are dedicated to building trusted partnerships with our clients, so they can build wealth and be confident in their financial future.

Company Description

At Hibernia Wealth Management, we believe the keys to creating a solid wealth management plan are trust, expertise and teamwork. Whether you’re an individual needing customized investment advice or a business owner looking for financial planning, we use a holistic approach to get to know you and fully understand your long term goals before creating a comprehensive financial plan that addresses your needs. We are dedicated to building trusted partnerships with our clients, so they can build wealth and be confident in their financial future. We are able to offer a multi-custodial approach with LPL Financial and Charles Schwab1, enabling our team to customize a plan that is truly tailored to you.