[Close] 

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.

Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.