Administrative Assistant San Antonio, TX
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Job Location:
San Antonio, TX - USA
Monthly Salary:
$ 40 - 50
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Position: Administrative Assistant
Firm: Seasons Wealth
Location: San Antonio TX
Overview:
At Seasons Wealth were a boutique wealth management firm dedicated to delivering highly personalized financial guidance to individuals families and small business owners. Our client relationships are built on trust transparency and a long-term commitment to helping them achieve their financial goals.
As an 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 daily. If you are seeking an amazing career opportunity in a fast-paced environment please apply today!
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
- 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
- Assist with various marketing objectives
- Other industry-specific tasks as needed
- Assists Back - Office support initiativesand/or core projects that support Advisory teams - including client review reviews and prospects plan prep
- Provide marketing support as needed including newsletters blog social website communications events etc.
What Were Looking For:
- 2 years of administrative office experience in a fast-paced environment
- Bachelors Degree preferred
- Financial industry experience preferred
- Advanced skills with MS Office Suite
- CRM experience
- 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
What Youll Get:
Pay & Perks:
- Competitive salary - $40K-$50K based on experience
- Paid Holidays and PTO
- Opportunities for career development and professional growth including licensing for the right individual
- A supportive team-oriented environment with work/life balance
Schedule:
- In office: Monday-Friday
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.
Required Experience:
Junior IC
