Administrative Assistant

RIA RecruitingFindlay, OH
Onsite

About The Position

Resolute Wealth Advisor is seeking an Administrative Assistant for their financial planning and investment advisory firm in Findlay, Ohio. This position will work with the existing Office Coordinator and Advisors.

Requirements

  • Minimum 1 year of experience in a support/admin position
  • Proficiency in MS Word, Excel, PowerPoint, and Outlook
  • Detail-oriented, accurate, organized, able to set priorities
  • Strong communication skills
  • Self-starter, takes initiative
  • Ability to manage multiple ongoing projects and tasks
  • Team player
  • Desire/ability to work successfully in a small company environment
  • Reliable and dependable
  • Ability to take direction well and work independently

Responsibilities

  • Schedule meetings and appointments
  • Manage mail, shipping, and conference rooms
  • Maintain office supplies by checking inventory and order items
  • Answer incoming calls in the office, take messages and/or routing callers to the appropriate party.
  • Assisting with marketing related activities in a support capacity
  • Follow documented procedures
  • Assist where needed – we are a small team and we all wear multiple hats

Benefits

  • Health insurance
  • 401(k) with matching contributions
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service