Job Description

Are you a ROCKSTAR?  We are looking for someone with exceptional people skills and high integrity.  Be prepared to discuss examples of how you "saved the day" or "blew someone away" with your go-the-extra-mile style.  We are looking for a team member that will connect and engage with our clients, dedicate themselves to representing our brand with excellence and plan on a long term relationship with us.  Small office - supporting two Wealth Management Advisors. EXCELLENT CLIENT SERVICE INCLUDES: HANDLING INCOMING PHONE CALLS, APPOINTMENT SCHEDULING, RESPONSIVE AND PROFESSIONAL EMAIL/WRITTEN COMMUNICATION WITH CLIENTS, PROACTIVE SERVICE SKILLS, ABILITY TO PROBLEM SOLVE WITH CLIENTS/SUPPORT COMPANIES, HOSPITALITY SPIRIT, SELF-DRIVEN & CONFIDENT. Proficiency in office tools and communication software (Excel, Word, Powerpoint, etc). Knowledge of financial industry a plus but not required - we use a financial platform that will require training as well as Client Relationship Management and planning software (learning to use these tools will be on the job and we expect est 90days to become confident with daily use). REQUIRED SKILLS FOR TEAM SUCCESS INCLUDE PROJECT MANAGEMENT AND TIME MANAGEMENT INDEPENDENCE, CAPABILITY TO SUPPORT TWO ADVISORS AND ALLOCATE FOCUS BASED ON PRIORITY OF NEEDS DAY TO DAY. This is an in-office position - client facing - but low traffic. We set appointments in office but also work from our home or our client's homes. We need our admin to be present in the office M-F, full time. BACKGROUND CHECK TO INCLUDE PERSONAL REFERENCES AS WELL AS REQUIRED FINGERPRINTS FOR CRIMINAL RECORD SEARCH AND CREDIT VERIFICATION.