Administrative Assistant
Administrative Assistant
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1 Vacancy
Job Description
Job Title: Administration Assistant
Job Type: PartTime
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 processstructured practice allows us to focus on our clients needs and make complex situations simple to understand. It also affords us the ability to leverage each team members 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 longterm relationships are more important than shortterm 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 firms and Broker Dealers 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
12 years experience in administrative work
Experience with Client Relationship Management (CRM) software (preferred)
4 Year/Bachelors 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 .
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 brokerdealer (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
Required Experience:
IC
Employment Type
Part-Time
