Administrative Assistant Huntsville, AL

Huntsville, AL - USA

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Administrative Assistant

Firm: Next Phase Advisors

Location: Huntsville AL

Overview:

Next Phase Advisors is a retirement focused financial advisory firm based in Huntsville AL committed to helping individuals and families build lasting financial security. We are excited to add an Administrative Assistant to our team!

If youre detail-oriented organized and love building relationships youll fit right in with our friendly crew. Your days will be filled with supporting the owner assisting clients and contributing to an office culture thats positive supportive and never boring.

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
Support the firm with day-to-day administrative duties
Schedule and conduct introductory Zoom calls to engage and assess the interest of prospective clients
Strategically coordinate meetings appointments and engagements
Ensure advisors are prepared for client meetings by proactively mailing materials out
Deliver a seamless onboarding experience for new clients ensuring personalized attention and exceptional service at every step
Build and improve upon client relationships
Maintain the firms CRM system (Wealthbox) through accurate data entry and database management
Maintain office filing system both paper and electronic
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 including Mac operating system and Calendly
Excellent communication; written and verbal
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
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 matter

What Youll Get:

Pay & Perks:

$55000/year
Paid health and dental insurance for the employee
PTO
401(k) with matching

Schedule:

In office: Monday Friday 9am 5pm
Some evenings required for client events

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 AssistantFirm: Next Phase AdvisorsLocation: Huntsville ALOverview: Next Phase Advisors is a retirement focused financial advisory firm based in Huntsville AL committed to helping individuals and families build lasting financial security. We are excited to add an Administrati...