Administrative Assistant - Huntsville, AL

Overview

Next Phase Advisors is a retirement focused financial advisory firm based in Huntsville, AL committed to helping individuals and families build lasting financial security. We are excited to add an Administrative Assistant to our team!

• Answer phones and greet clients in a friendly, positive, and warm manner
• Be the first point of contact for prospects and clients
• Support the firm with day-to-day administrative duties
• Schedule and conduct introductory Zoom calls to engage and assess the interest of prospective clients
• Strategically coordinate meetings, appointments, and engagements
• Ensure advisors are prepared for client meetings by proactively mailing materials out
• Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
• Build and improve upon client relationships
• Maintain the firm’s CRM system (Wealthbox) through accurate data entry and database management
• Maintain office filing system, both paper and electronic
• Other industry-specific tasks as needed

• High School Diploma
• 3+ years’ experience in an administrative role
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Mac operating system and Calendly
• Excellent communication; written and verbal
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matter

• $55,000/year
• Paid health and dental insurance for the employee
• PTO
• 401(k) with matching

• In office:
  Monday – Friday, 9am – 5pm
• Some evenings required for client events

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business.

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