Administrative Assistant - Bundza Wealth

Kestra Financial Independent Advisor•Port Orange, FL

2h•Onsite

About The Position

Bundza Wealth Management is seeking an administrative assistant to support the firm's day-to-day operations and its mission of helping clients achieve their financial goals. The role helps set the tone for the organization as the first and last person clients see in the office, and handles back-office functions to keep the office running smoothly. It ensures client paperwork and processing are completed in a timely, accurate, and professional manner. The firm describes its culture as fast-paced, motivational, and focused on improving clients’ lives. The position is based on site in the 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, helping 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.
Handle calendars for Wealth Advisors and others in the office.
Order and handle 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 of activities.
Perform other duties as assigned.
Coordinate client communication efforts.
Manage the website.
Maintain the social media presence.