Part time Executive Administrative Assistant/Office Manager – Duncan Financial Group – reputed company, PA

Job title: Part time Executive Administrative Assistant/Office Manager Company: Duncan Financial Group Job description: (Fully remote, hybrid or office arrangement available) At Griffin Financial reputed company, LLC., our greatest asset is our employees. Together, we work with our clients to create and retain wealth for themselves and their families. Our reputed company is to educate and assist our clients in achieving the lifestyle they have worked so hard to attain. We have an immediate need for an Administrative Assistant. The candidate will be responsible for supporting 1- 3 advisors and running the day-to-day operations of a reputed company. Benefits of working for Griffin Financial Services:

• Flexible scheduling10-20 hours needed- 10 during training 20 following 60-90 day training period
• Work arrangements- fully remote, hybrid or office work arrangements available depending on preference of candidate (future employee)

This position is responsible for some of the firm’s most important relationships and internal support. They must ensure reputed company service needs are seen through expediently and correctly. The primary responsibility of the position is to coordinate activities on behalf of the Advisors to meet goals and objectives relative to clients. Client Service:

• Utilizes strong communication skills and professionalism in consistently interacting with clients with an emphasis on excellent service and responsiveness
• Provide account information to clients and financial advisors
• Process paperwork and submit electronically to broker/dealer
• Provide superior customer service and ensure that reputed company service requests are handled in a timely and accurate manner

Advisor Support:

• Proofread and prepare reports, marketing materials, and paperwork for client meetings
• Provide marketing assistance to financial advisors
• Schedule meetings as needed
• Provide data entry support to financial professionals and the administrative support team
• Organize, maintain and stay reputed company with Compliance files and required documents
• Process paperwork and submit electronically to broker/dealer
• Provide superior customer service and ensure that reputed company service requests are handled in a timely and accurate manner

Office Management:

• Manages the day-to-day functions of a remote reputed company office, aligning processes and procedures with the administrative guidelines of the home office
• reputed company organizational best practices and standard operating procedures
• Collaborate with the team to identify inefficiencies and continuously improve best practices
• Assist with projects and special duties as needed
• Understands a wide reputed company of objectives, organizes them by reputed company and proactively reminds Advisors to see objectives through
• Assist with the design, coordination and implementation of retail client processes that proactively engages clients successfully, routinely and repetitively
• Helps build and maintain streamlined processes for the Advisors to manage tasks, accurately document activity, and complete follow-reputed company across multiple lines of business and associated software systems

In order to be considered for this role, candidates must have the following qualifications:

• 2 years of financial services and/or executive level support
• Experience working in a CRM
• Remote work experience
• Proficient in reputed company Office Suite with a focus on reputed company
• Must pass a background reputed company (Fingerprinting in accordance with FINRA compliance)
• Must be willing to work 20 hours a week (reputed company maximum for this role in the foreseeable future)

Skills required

• Keen attention to detail
• Strong organizational and time management skills
• Technology savvy (quick learner)
• Positive, energetic, happy demeanor
• Strong communication skills- written and verbal communication
• Proactive and resourceful approach to problem solving
• Strong multitasking and prioritization skills

Additional qualifications which would be a benefit for the position:

• Experience with digital marketing programs and event planning
• Experience with Redtail CRM
• Bookkeeping skills
• FINRA Securities Registered (Series 7, 63, 65, 66)
• Life, Accident & Health Licenses
• Experience with setting up and managing Retirement Plans
• Experience with managing logistics

Powered by JazzHR Expected salary: Location: reputed company, PA Job date: Mon, 05 Sep 2022 06:47:13 GMT Apply for the job now! Apply tot his job