Administrative Assistant - Columbiana, OH

Advisor Talent Solutions•Columbiana, OH

34d•$45,000•Onsite

About The Position

A faith-based retirement planning and wealth management firm located in Columbiana, OH is dedicated to helping individuals and families achieve their ideal retirement. Our team of qualified professionals is passionate about providing personalized guidance and support to clients as they plan for their financial futures. We are seeking an experienced Administrative Assistant to join our reputable financial firm as the welcoming first face our clients see. In this pivotal role, you will create a positive and lasting first impression both in person and over the phone, ensuring every client feels valued and supported from the moment they enter our office.

Requirements

3+ years’ experience in an administrative role
Possess a notary license or be willing to obtain
Demonstrates proficiency and confidence working across various platforms and operating systems including Microsoft Office
Self-starter who takes initiative and works well independently
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Thrive in a “time sensitive” environment and adaptable to change without affecting the quality of work

Nice To Haves

Financial industry preferred

Responsibilities

Answer phones and greet clients in a friendly, positive, and warm manner
Be the first point of contact for prospects and clients
Calendar management, including setting and confirming appointments
Maintain the firm’s CRM system through accurate data entry and database management
Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests
Process and generate invoices for services
Prepare documentation and materials for client appointments
Assist clients with issues, concerns and account inquiries
Sort, scan and distribute incoming mail and deliveries
Maintain office filing system, both paper and electronic
Maintain job-related/industry specific compliance files
Coordinate seminar preparation activities, including making confirmation calls to registered attendees to verify participation
Attend educational seminars, including lunch and dinner sessions, as part of ongoing professional development and event support