Acord & Fong Wealth Strategi

About Acord & Fong Wealth Strategi

Job Title: Administration Assistant Job Type: Part-Time Location: San Ramon, California About Us Acord & Fong Wealth Strategies is a comprehensive financial planning company that services clients throughout the Northern California Bay Area. With over 90 years of financial planning experience on our planner team, we are uniquely qualified to provide our clients with clarity and solutions that meet their needs. Our process-structured practice allows us to focus on our client’s needs and make complex situations simple to understand. It also affords us the ability to leverage each team member’s talents. It is a privilege to serve our clients and we take that responsibility very seriously. Each member of our team is committed to the values of integrity, honesty, and exceptional customer service. We believe that long-term relationships are more important than short-term gains. Job Responsibilities · Operations * Assisting Partners and Professional Staff in all administrative functions including, but not limited to: * Managing Partners’ desk, email, and calendar; Digitizing documents; Document duplication; Database copying * Other projects assigned may include: * Preparing spreadsheets; General office upkeep and inventory management; Personal Appointments as needed; Ordering supplies/snacks and restocking; Mailing and shipping; Reserving conference rooms for meetings; Coordinating Partners’ flights and hotels for firm events * Compliance * Assist advisor and other staff members in maintaining a compliant practice, including files and books and records * Understand and adhere to the firm’s and Broker Dealer’s risk and regulatory standards, policies, and controls * Assist clients, advisor, and other staff members to the extent possible based on licensing and registrations * Work with Compliance to ensure marketing and presentation materials are properly approved prior to use · Client Care o Communicate professionally with all clients (consisting of retirees, high net worth individuals, business owners, and executives) Requirements & Experience · 1-2 years’ experience in administrative work · Experience with Client Relationship Management (CRM) software (preferred) · 4 Year/Bachelor’s degree or equivalent work experience (preferably in business or finance) · Proficient with Microsoft Outlook, Word, Excel and PowerPoint · Ability to multitask * Excellent communication skills both spoken and written. * Ability to work independently, be organized and detailed. Please submit your resume, salary requirements and any additional information to Marissa Clavin ([email protected] ( [email protected] )). Equal Opportunity Employer This financial planner is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Acord & Fong Wealth Strategies is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-3797314-092821