THE SELECTED CANDIDATE OF THIS POSITION WILL BE AN EMPLOYEE OF THE ADVISOR. WPFG IS ASSISTING WITH THE SOURCING OF THIS POSITION.

OVERVIEW

The Administrative Assistant is responsible for handling many aspects of the Advisor's business, in a timely and efficient manner. We are looking for a detail-oriented Administrative Assistant with an analytical analyst type background.  The Advisor would like someone with experience to review investment models, scorecard accounts, do research, and provide ideas on improvements.  

DUTIES:

• Account set up and follow up
• Schedule existing clients (quarterly/annual reviews)
• Client and practice record management
• Review all paperwork for accuracy and completeness in a timely manner
• Prompt and professional communication with clients
• Track pending business
• Act independently on advisor's behalf to obtain HO or firm assistance as needed
• Other duties assigned

QUALIFICATIONS:

• Tech-savvy, proficient use of computers and MS Office, especially Excel
• 1+ years in administrative experience appreciated, but not required
• Financial industry experience
• Excellent follow through
• Independent and proactive
• Excellent telephone skills
• Strong interpersonal communication skills
• Strong organizational and multi-tasking abilities

Job Type: Full time or part time for the right candidate

Pay: $20.00 - $24.00 per hour

Benefits:

• Paid time off

Education:

• High school or equivalent (Preferred)

Experience:

• Investment: 1 year (Preferred)

Work Location:

• One location

Company's website:

• www.westpointfinancialgroup.com

Work Remotely:

• No