Operations and Administrative Assistant - Financial Firm - Savannah, GA
Operations and Administrative Assistant - Financial Firm - Savannah, GA
Posted on :
04-06-2025
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1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
04-06-2025
Job Description
Operations and Administrative Assistant
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office Our financial firm in Savannah GA is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills a strong work ethic attention to detail and enjoy working directly with clients. If you are seeking an amazing career opportunity in a fast-paced environment please apply today!
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence strong attention to detail and a love for building rapport with our prospects and clients is a must!
Job Description:
The purpose of this position is to maintain a well-running office service the existing client base with all service requests including beneficiary changes/withdrawals incoming client service calls database management and client appointment preparation including updating client account summaries for their review meetings preparing the main advisor for his/her review meetings and preparing issued accounts for delivery.
Minimum Requirements:
- 2 years of administrative office experience in a fast-paced environment
- Financial industry experience preferred
- Skills with MS Office Suite and ability to learn new software
- CRM experience preferred
This position requires that you possess the following skills:
- Ability to prioritize projects and manage time
- Savvy customer service to include excellent communication both verbal and written
- Strong follow-through
- Good-natured positive attitude
- Ability to demonstrate persistence to achieve quality
- Strong organizational skills
- Attention to detail and accuracy
Responsibilities:
Assisting the Financial Advisor in managing the office to exceed client and regulatory expectations include but are not limited to:
- Answer phones and greet clients in a friendly positive and warm manner
- Be the first point of contact for prospects and clients
- Maintain office supplies and outgoing correspondence
- Assist clients with issues and concerns
- Build and improve upon client relationships
- Database management
- Set appointments with clients and assist the Advisor with calendar management
- Pre-appointment preparation including compiling account summaries
- Maintain office filing system both paper and electronic
- Record notes from client conversations
- Other industry-specific tasks as needed
- Back - Office support initiativesand/or core projects that support Advisory teams - including client review reviews and prospects plan prep
- Application/Appointment Prep
Salary:
- $45000 with bonus opportunities negotiable based on experience
Benefits:
- Healthcare reimbursement
- PTO
Hours:
- Monday Friday 8:30am 5:00pm
- Some seminar attendance required
Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Employment Type
Full Time
Key Skills
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