What are the responsibilities and job description for the Administrative Assistant position at Regal Financial Group?
The Administrative Assistant's primary responsibilities are to assist the internal team with admininstrative tasks associated with the Recuiting and Advisor Advocate teams. A primary focus is on the sub-advisory relationships with 3rd party RIA Firms with other items as needed by the internal team. The individual in this role must provide highly detailed work to ensure communication internally is efficent and timely.
Candidate must strive to give excellent customer service when communicating externally, be organized and be able to manage their time each day. This individual must possess strong communication skills, great follow up and follow through skills as well as, be able to work with multiple teams efficiently.
Responsibilities
- Provide support to team in accordance with team goals and provide ongoing communication internally.
- Assisting Advisor Advocate team and Recruiting team with various administrative tasks.
- Manages administrative relationships with 3rd party RIA firms to ensure follow ups are done efficiently and processes are moving forward.
- Scheduling of check in calls and trainings as needed.
- Management of Customer Relationship Management (CRM) database including data entry, information gathering and maintenance of data.
- Assist with the preparation of reports, presentations and other documents as needed by the team.
Education & Experience Qualifications
- At least 2 years of previous administrative experience.
- Proficiency in Microsoft Office Suite.
- Familiarity with Zoho would be a plus.
- Effective organizational and multitasking abilities.
- Excellent verbal and written communication skills.
- Attention to detail and accuracy.
- Strong time management skills.
- Bachelor's degree.
Job Type: Full-time
Pay: $36,000.00 - $40,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Retirement plan
Schedule:
- Monday to Friday
Ability to Relocate:
- Grand Rapids, MI 49512: Relocate before starting work (Required)
Work Location: In person