Financial Strategies Inc
Administrative Assistant
Financial Strategies Inc, Longview, Washington, United States, 98632
Job Title: Administrative Assistant, Financial Services
Located: Longview, WA
Job Description:
Financial Strategies in Longview, WA is looking for an Administrative Assistant to support their growing financial planning and wealth management team. Responsible for a variety of administrative and clerical tasks. Responsibilities in this role include operational administrative processing related to the financial service industry, providing professional friendly support to the advisors, clients, and assisting in daily office needs. The ideal candidate for this role is reliable, resourceful, a deductive problem solver, organized and has acute attention to detail.
Essential Duties and Responsibilities:
Duties include but are not limited to:
Prepare and process new account paperwork for advisorsPrepare any additional follow up forms for clients per advisor's requestsSend documents via e-signature to clientsCreate, edit, reset, and delete account view profiles for clientsManage and handle advisor notificationsSetup meetings and maintain calendarsFollow through with all paperwork to ensure it is in good orderMail agreements, brochures, and other client account paperwork to clientsResearch and resolve account issues or miscellaneous questions for clients and advisorsMaintain files and prepare correspondence and documents for advisors and clientsWarmly greet and assist clients prior to meetings
* *
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
Strong technology/computer aptitudeFamiliarity with Microsoft Office applicationsIdentifies and resolves problems in a timely mannerIntuitive and resourceful to gather, analyze and resolve complicated issuesResponds promptly and accurately to client questions and needsMeets commitments and maintains confidentialityExhibits sound and accurate judgmentDemonstrates accuracy and thoroughnessMonitors own work to ensure qualityStrong attention to detailStrong time managements skillsDevelop and maintain positive relationships with internal and external clientsContributes to building a positive team cultureThrives in a fast-paced environment
* *
Education and/or Experience:
Associate Degree or above in Business, Finance, Economics, Administration, or equivalent related experience and/or training not required, but highly desired. Knowledge of investments, financial operations, insurance, and trusts are a plus. Wage and Hours: Beginning wage is $21/hour depending on experience. Working hours are Monday - Friday, 9:00am to 5:00pm with appropriate breaks.
About Financial Strategies:
Financial Strategies is a financial planning and wealth management firm located in Longview, WA. We help simplify the process of preparing clients for the future. Whether their goal is preparing for retirement, planning for the efficient transfer of their estate, or just determining where they are at today in relationship to achieving financial goals, Financial Strategies is here to help.
https://www.financialstrategiesnw.com
Located: Longview, WA
Job Description:
Financial Strategies in Longview, WA is looking for an Administrative Assistant to support their growing financial planning and wealth management team. Responsible for a variety of administrative and clerical tasks. Responsibilities in this role include operational administrative processing related to the financial service industry, providing professional friendly support to the advisors, clients, and assisting in daily office needs. The ideal candidate for this role is reliable, resourceful, a deductive problem solver, organized and has acute attention to detail.
Essential Duties and Responsibilities:
Duties include but are not limited to:
Prepare and process new account paperwork for advisorsPrepare any additional follow up forms for clients per advisor's requestsSend documents via e-signature to clientsCreate, edit, reset, and delete account view profiles for clientsManage and handle advisor notificationsSetup meetings and maintain calendarsFollow through with all paperwork to ensure it is in good orderMail agreements, brochures, and other client account paperwork to clientsResearch and resolve account issues or miscellaneous questions for clients and advisorsMaintain files and prepare correspondence and documents for advisors and clientsWarmly greet and assist clients prior to meetings
* *
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
Strong technology/computer aptitudeFamiliarity with Microsoft Office applicationsIdentifies and resolves problems in a timely mannerIntuitive and resourceful to gather, analyze and resolve complicated issuesResponds promptly and accurately to client questions and needsMeets commitments and maintains confidentialityExhibits sound and accurate judgmentDemonstrates accuracy and thoroughnessMonitors own work to ensure qualityStrong attention to detailStrong time managements skillsDevelop and maintain positive relationships with internal and external clientsContributes to building a positive team cultureThrives in a fast-paced environment
* *
Education and/or Experience:
Associate Degree or above in Business, Finance, Economics, Administration, or equivalent related experience and/or training not required, but highly desired. Knowledge of investments, financial operations, insurance, and trusts are a plus. Wage and Hours: Beginning wage is $21/hour depending on experience. Working hours are Monday - Friday, 9:00am to 5:00pm with appropriate breaks.
About Financial Strategies:
Financial Strategies is a financial planning and wealth management firm located in Longview, WA. We help simplify the process of preparing clients for the future. Whether their goal is preparing for retirement, planning for the efficient transfer of their estate, or just determining where they are at today in relationship to achieving financial goals, Financial Strategies is here to help.
https://www.financialstrategiesnw.com