We are recruiting an Administrative Assistant to join a reputable financial services organization in the Davis area known for its collaborative and tenured staff. Our client values work/life balance and offers generous time off (3 weeks in the first year), a 401(k) plan with employer match, and healthcare subsidies. The Administrative Assistant plays a pivotal role in ensuring the smooth operation of a fast-paced, organized, and friendly office by supporting staff and interacting with clients. 1... more details
We are recruiting an Administrative Assistant to join a reputable financial services organization in the Davis area known for its collaborative and tenured staff. Our client values work/life balance and offers generous time off (3 weeks in the first year), a 401(k) plan with employer match, and healthcare subsidies. The Administrative Assistant plays a pivotal role in ensuring the smooth operation of a fast-paced, organized, and friendly office by supporting staff and interacting with clients. 100% onsite, M-F. Salary: $60,000
The ideal candidate is driven, proactive, and takes initiative in their work.
RESPONSIBILITIES:
Greet clients upon arrival and extend hospitality to guests.
Conduct client appointment reminder calls.
Order office supplies and manage related inventory.
Oversee equipment and facilities maintenance, including managing contracts with outside vendors.
Review and improve work methods and procedures for quality and efficiency.
Handle incoming and outgoing mail.
Manage calendars for multiple staff members.
Assist in maintaining the client management system.
Perform document scanning and filing as needed.
Collaborate with the home office to ensure accurate account setup and resolve issues.
Answer client questions and provide readily available information regarding their accounts, within permissible limits.
Maintain files and records according to the records retention policy.
Offer insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) to achieve practice results.
Open account applications, process money movement requests, and work on internal business projects as assigned.
Perform other allowable duties as assigned.
SKILLS & QUALIFICATIONS:
High school diploma or higher education required.
Two years of administrative experience.
Excellent customer service skills.
Strong organizational, computer, and typing skills.
Keen attention to detail.
Proficiency with Microsoft Office Suite.
Effective communication skills with clients and staff.
Efficient time management and multitasking capabilities.
Polite and clear phone manner.
Adherence to rules and regulations as required by the company.
Ability to support and guide compliance within the advisor’s practice.
Positive attitude and a sincere willingness to constantly learn and grow.
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