Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Overview:
We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will play a crucial role in supporting our office operations and ensuring efficient workflow. If you have excellent organizational skills, strong computer literacy, and the ability to multitask in a fast-paced environment, we encourage you to apply.
Responsibilities:
- Perform general clerical duties, including data entry, filing, and organizing documents
- Assist with order entry and processing
- Manage calendars, schedule appointments, and coordinate meetings
- Answer phone calls and respond to emails in a professional manner
- Prepare and distribute correspondence, memos, and reports
- Maintain office supplies inventory and place orders as needed
- Assist with transcribing meeting minutes and other documents
- Support the team with various administrative tasks as assigned
Skills:
- Proficient in using Google Suite (Docs, Sheets, Slides) and other office software
- Strong computer literacy with the ability to quickly learn new systems
- Excellent organizational skills with a keen attention to detail
- Previous experience is a plus
- Ability to prioritize tasks and manage time effectively
- Strong written and verbal communication skills
- Ability to maintain confidentiality and handle sensitive information with professionalism
Join our team as an Administrative Assistant and contribute to our success by providing essential administrative support. We offer competitive compensation and opportunities for career growth. Apply today to be considered for this exciting opportunity.
Job Type: Full-time
Pay: $15.00 - $16.00 per hour
Expected hours: 30 – 35 per week
Schedule:
Experience:
Ability to Commute:
Work Location: In person
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