Administrative Assistant - Bundza Wealth

Kestra Financial•Port Orange, FL

3d•Onsite

About The Position

Bundza Wealth Management is seeking an administrative assistant to support the firm’s day-to-day operations and help clients with their wealth management journey. The role helps keep the office running smoothly and ensures client paperwork and processing are handled in a timely, accurate, and professional manner. As a first and last point of contact for clients visiting the office, the administrative assistant helps set the tone for the organization. The company describes its culture as fast-paced, motivational, and focused on improving clients’ lives. The position is onsite in a professional office.

Requirements

Excellent attitude and extraordinary client service orientation.
Strong focus on getting details right.
Excellent organizational and time management skills.
Ability to handle multiple tasks within tight time frames.
Proficiency with Microsoft Office Suite.
Strong verbal, written, presentation, and interpersonal communication skills.

Nice To Haves

Previous securities industry experience is helpful but not required.

Responsibilities

Greet clients and prospective clients in a friendly and sincere manner and help them feel comfortable when visiting the office.
Handle incoming telephone calls.
Sort and distribute mail.
Send periodic client correspondence.
Coordinate the processing of client paperwork.
Manage calendars for Wealth Advisors and others in the office.
Order and manage office supplies.
Coordinate outside vendors.
Process new contributions and redemptions.
Coordinate compliance files for the office.
Handle miscellaneous operational activities.
Develop and maintain written systems for activities.
Perform other duties as assigned.
Coordinate client communication efforts.
Manage the website.
Maintain the company’s social media presence.