Administrative Assistant​/Office Manager

Position Overview

The Administrative Assistant will support our Financial Advisors in helping clients achieve their financial goals. The role involves ensuring clients receive excellent service, managing communication procedures, scheduling appointments, and maintaining compliance records.

Responsibilities include:

• Training support staff and managing office communication
• Promoting a positive client experience
• Scheduling and confirming appointments
• Assisting with problem resolution and acting as liaison with business partners and the Home Office
• Maintaining sales and commissions records
• Supporting marketing events and maintaining records

What We Offer

• Competitive wages
• Pleasant work environment
• Opportunities for professional growth
• Career advancement possibilities nationwide and internationally

Desired Qualifications

• Strong organizational and communication skills
• 1-2 years office experience
• Proficiency in Microsoft Office, especially Outlook, Word, and Excel
• Ability to multitask in a fast-paced setting
• Self-motivated
• High school diploma; financial product knowledge preferred

Additional Details

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Administrative

This job is currently active and accepting applications.