Administrative Assistant

Opportunity: We are currently looking for a part-time Administrative Assistant to work directly with a Wealth Management Advisor in our Toledo, OH office location. The position will be for 12 - 20 hours per week to begin, and is flexible depending on the candidate’s availability. Exact days/hours are also flexible.

Objective: The Administrative Assistant will be responsible for assisting the Wealth Management Advisor in their day-to-day operations. Working knowledge of a PC computer is a must. 

Primary Responsibilities (including, but not limited to):

·      Assist with Advisor’s day-to-day operations

·      Answer and make phone calls

·      Organize and schedule appointments

·      Meeting preparation

·      Gather documentation for client review meetings

·      Complete Application forms

·      Maintain compliant files

·      Update Client Relationship Management system

Qualifications:

Required:

·      Must have excellent organizational skills, attention to detail, and the ability to prioritize

·      Must be technology savvy

·      Dedicated to customer service

·      Proficiency in Microsoft Word, Excel, Outlook & PowerPoint

·      Ability to learn other software programs

·      Ability to work independently and as part of a team

·      Positive attitude

·      Strong communication skills

Preferred:

·      Experience in the financial services industry – preferred

·      Experience dealing with clients

·      Experience with any Client Relationship Management tool

·      Working knowledge of office equipment, like printers and fax machines

Compensation: $18-$24 per hour, depending on experience.