Administrative Assistant with Financial and Investments Background
Looking for a detail oriented administrative assistant for growing investment firm. Investment knowledge is absolutely necessary as we are not able to teach this while on the job. This is a full-time hourly position.
Qualifications:
Well organized and customer friendly
Financial Administrative Assistant plus
Need to know Excel, Word (not able to teach this on the go)
Duties:
Keep office organized; must keep lead Financial Advisor organized with a clean working environment
Utilize Emoney, a program that helps organize clients by keeping all documents and investment information in one place.
Maintain a marketing library that allows the firm to keep in constant contact with all clients utilizing drip marketing strategies.
Utilize Albridge, a performance reporting tool for client accounts.
Utilize Redtail, a CRM (customer relationship management tool) to keep clients organized.
Utilize Marketing Library Pro and a company proprietary Laser App called CLIC.
Run the schedule of the lead Financial Advisor and provide updates on real time changes.
Destroy dated documentation on a rotating schedule in compliance with federal regulations.
Qualified candidates apply now to be contacted.Estimated Salary: $20 to $28 per hour based on qualifications.
Qualifications:
Well organized and customer friendly
Financial Administrative Assistant plus
Need to know Excel, Word (not able to teach this on the go)
Duties:
Keep office organized; must keep lead Financial Advisor organized with a clean working environment
Utilize Emoney, a program that helps organize clients by keeping all documents and investment information in one place.
Maintain a marketing library that allows the firm to keep in constant contact with all clients utilizing drip marketing strategies.
Utilize Albridge, a performance reporting tool for client accounts.
Utilize Redtail, a CRM (customer relationship management tool) to keep clients organized.
Utilize Marketing Library Pro and a company proprietary Laser App called CLIC.
Run the schedule of the lead Financial Advisor and provide updates on real time changes.
Destroy dated documentation on a rotating schedule in compliance with federal regulations.
Qualified candidates apply now to be contacted.Estimated Salary: $20 to $28 per hour based on qualifications.
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