Administrative Assistant – Part Time Springfield, MO

Springfield, VT - USA

Monthly Salary: Not Disclosed

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Administrative Assistant Part Time

Firm: Gregory Financial

Location: Springfield MO

Overview:

Gregory Financial is a retirement focused financial advisory firm based in Springfield MO committed to helping individuals and families build lasting financial security. We are excited to add a part time Administrative Assistant to our team!

If youre detail-oriented organized and love communicating with people youll fit right in with our friendly crew. Your days will be filled with supporting the owner helping clients and contributing to an office culture thats positive supportive and never boring. Come help us keep things running smoothly and enjoy coming to work every day!

What youll do:

Answer phones and greet clients in a friendly positive and warm manner
Be the first point of contact for prospects and clients
Assist clients with issues and concerns
Build and improve upon client relationships
Maintain the firms CRM system through accurate data entry and database management
Set appointments with clients and assist the owner with calendar management
Maintain office filing system both paper and electronic
Assist with various marketing objectives including creating content and posting to various social media platforms (LinkedIn Facebook etc.)
Assist financial advisor with client service-related tasks
Other industry-specific tasks as needed

What Were Looking For:

High School Diploma
3 years experience in an administrative role
Demonstrates strong proficiency and confidence working across various platforms and operating systems; Microsoft 365 including Outlook Word Excel creating email signatures OneDrive Calendly ChatGPT and Google
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct especially when handling confidential client information and financial matters

Bonus Points:

Financial industry experience is a plus!
Experience with Snappy Kraken software

What Youll Get:

Pay & Perks:

$22.00/hour - $25.00/hour

Schedule:

Fully in office: Monday Thursday 10am 3pm (flexible) and Fridays as needed

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Junior IC

Position: Administrative Assistant Part TimeFirm: Gregory FinancialLocation: Springfield MOOverview: Gregory Financial is a retirement focused financial advisory firm based in Springfield MO committed to helping individuals and families build lasting financial security. We are excited to add a part...