Administrative Assistant - Bilingual performs secretarial and administrative duties in two or more languages. Collects, reviews and analyzes data and prepares reports, charts, budgets and other presentation materials. Being an Administrative Assistant - Bilingual responds to or routes routine inquiries from external or internal sources with customized correspondence in the required language. Schedules and coordinates meetings, travel, and other group activities. Additionally, Administrative Assistant - Bilingual is fluent in two or more languages and prepares document translations. Has advanced word processing, spreadsheet, and graphics software skills. Requires a high school diploma. Typically reports to a supervisor or manager. The Administrative Assistant - Bilingual works under moderate supervision. Gains or has attained full proficiency in a specific area of discipline. To be an Administrative Assistant - Bilingual typically requires 1-3 years of related experience, or may need 0 years of experience with additional specialized training and/or certification. (Copyright 2024 Salary.com)
It is time to explore new challenges in your career. Guardian Wealth Management is an independent, privately-owned financial services company in Sunset Hills, MO. We are looking to add a full-time administrative assistant to our team.
Our Investments In You:
· Health Insurance
· 401(k)
· 401(k) matching
· Paid Time Off
· Professional development assistance
· Tuition reimbursement
· Referral program
The Expertise We’re Looking For:
· Prior administrative experience (Required)
· Proficiency with Microsoft Office suite, including Excel (Required)
· High school degree (Required)
· Prior Experience Working in Financial Advisory Industry (Preferred)
· Knowledge in Google Suite and Adobe application (Preferred)
Key Traits of a Successful Administrative Assistant:
· Able to communicate verbally and in writing
· Able to learn and adapt to changes
· Detail-oriented
· Successful in time management
· Open communicator
What You Will Be Responsible For:
· Set and confirm calendar appointments
· Interact with clients in person, over the phone, and by email in a positive and approachable way
· Answer incoming calls and transfer all calls to the appropriate personnel
· Proofread documents for accuracy and grammar
· Communicate with clients on behalf of financial advisor and firm
· Track prospect-to-client process
· Assist with coordination and execution of marketing campaigns and marketing events
· Assemble meeting preparation documents pertaining to the client/prospect
· Collect vital information for applications
· Collect all needed transfer forms and other required documentation
· Assist in completing new account and application paperwork
· Follow-up with insurance companies and other third parties regarding status of new business
· Process new business applications with detail and accuracy and submit to appropriate carriers
· Track application process, new account funding, and new account set-up
· Complete all new licensing requirements
· Enter client data in CRM
· Run reports as needed
· Provide all needed information and material for delivery
· Perform clerical duties such as filing, photocopying, and organizing documents
· All other duties as assigned
Pay: $25-$30/hr
Check us out!
- Website: https://www.guardian-wm.com/
- Podcast: https://midwestmoneyradio.com/
If you feel like we would be a good fit for each other, apply now!
Job Type: Full-time
Pay: $25.00 - $30.00 per hour
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
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0 Administrative Assistant - Bilingual jobs found in Saint Louis, MO area