Administrative Assistant

TalentLink Solutions is an HR consulting firm dedicated to the independent financial advisor. We work nationally with advisory firms supporting them with all things Human Resources. The majority of our work is centered around a firms recruiting and hiring process. We also assist with writing employee handbooks counseling on employee relations issues conducting compensation studies management consulting and more. Our clients are on a spectrum of sophistication as it relates to HR and include firms that are solo advisors thinking about making their first hire all the way to multibilliondollar multistate RIAs. We have developed our brand and partnerships over the last ten years and continue to experience steady growth exclusively through referrals.

RemoteLink Solutions a subsidiary of TalentLink Solutions offers a remote assistant solution to advisors in the financial services industry. The business model allows an advisor to fill the need for support without taking on the liability training and management of hiring an employee. We help advisors who want to grow we help advisors work less hours we help advisors in transition any time there is a need for additional support that isnt quite full time we fill that void!

We are an established company and care about taking care of our people. We have a full benefits offering including medical dental vision retirement plan with a match paid time off and more holidays than most industries. We also like to have fun so we celebrate birthdays anniversaries and have annual firmwide celebrations plus lots of other little extras through the year!

Position Overview:

In the last 10 years we have grown from no employees to over 30. Due to our expansion we have a newly created role to offer the right individual. This diverse role will have responsibilities that span our entire operation allowing you to make an impact through your administrative finesse. You are a naturally curious person with a serviceoriented approach. You have the tenacity and project management capabilities to implement projects from start to finish. You bring humility a growth mindset reliability and exceptional communication skills to all that you do. Responsibilities to include:

Human Resources

• Manage database of candidates transferring and integrating information from multiple platforms ensuring that details of all candidates are documented in an organized manner
• Calendar management and updates
• Post jobs to various job boards social media outlets and other relevant platforms; continuously monitor postings
• Review/Write resumes and format as needed for presentation
• DocuSign entry and management; background check entry
• Support spreadsheet documentation and reporting
• Mine for new job postings to include on our latest endeavor an industryspecific job board; post those opportunities and contact the firm to notify
  

Advisor Transition

• Conduct advisor onboarding calls to demonstrate the functionality of Smartsheet
• Construct agreements and obtain advisor authorization
• Create Smartsheet templates and grant access to advisors and their teams
• Assist with data input provided by the advisor
• Interact with home office Transitions team on new advisors and any issues that arise
• Grant access to the home office Transitions team upon advisor affiliation
  

Office Management

• Maintain and manage vendor relationships
• Coordinate birthday and anniversary celebrations
• Oversee office supply inventory
• Arrange for meeting needs (technical set up food room reservation etc.
• Support both Managing Partners with various projects
  

Qualifications:

• Bachelors degree is highly preferred; or equivalent combination of education training and work experience
• 3 years of administrative support experience required