Administrative Assistant Position - Independent Financial Advisor
Established Independent Financial Advisor is seeking a detail-oriented Administrative Assistant to support daily operations and client engagement. This role is integral to ensuring efficiency in financial planning processes and delivering superior service to clients.
Responsibilities
The successful candidate will be responsible for:
- Answering inbound calls professionally and assisting clients with inquiries.
- Preparing new account documentation and service-related paperwork.
- Managing and maintaining client databases, ensuring accuracy and completeness.
- Providing professional customer service in person and via phone.
- Processing money-movement and wire transfer transactions.
- Coordinating and resolving client service requests in a timely manner.
- Scheduling client meetings, referral call appointments and maintaining the advisor's calendar.
- Compiling account review spreadsheets.
- Managing website content updates and social media posts.
- Organizing client events and marketing workshops.
- Preparing Monthly Newsletter for Referral Partners
- Overseeing electronic filing systems and processing mail, emails, faxes, and voicemails efficiently.
Qualifications & Skills
The ideal candidate will possess the following:
- Exceptional verbal and written communication skills.
- Strong organizational skills and attention to detail.
- Ability to prioritize tasks, meets deadlines consistently and requires minimal supervision to achieve objectives.
- Proficiency in CRM software and standard office applications.
- Professional demeanor with a commitment to client service excellence.
Requirements
- Experience: Minimum 5 years of office administration; 1 year of experience in financial services (preferred).
- Background Check: Must pass criminal, financial, and civil screenings (no felonies or criminal convictions; good credit required) this is not a flexible requirement. This position is subject to on-going Periodic Industry Required Review and Audit.
- Work Schedule: Full-time, Monday-Friday, 9:00 AM - 5:00 PM.
- Compensation: Salary $48,000 per year plus Retirement Savings, Medical, Dental and PTO.
- Location: Arrowhead Area, NW Peoria (occasional remote work possible).
- If you meet these qualifications and are looking for a dynamic administrative role within the financial sector, we encourage you to apply. Please forward Resume to