What are the responsibilities and job description for the Administrative Assistant position at Revolution Group, LLC?
Are you someone who self-initiates and is comfortable leading with an approachable and optimistic style? Are you careful and meticulous and utterly reliable because you are organized, self-sufficient and conscientious?
Job Description:
As an Administrative Assistant at Revolution Group, you will play a crucial role in ensuring the smooth and efficient operation of our firm. Your responsibilities will encompass a wide range of administrative tasks, supporting both upper management and advisors in their day-to-day operations, and assisting our team in delivering top-notch financial services to our clients. You will have the opportunity to learn our specialized software and use it to create and complete tasks related to wealth management.
Responsibilities:
- Adhere to our company's core purpose and core values, fostering a positive and professional work environment.
- Travel go-to: manage agendas, travel arrangements, and appointments for upper management and advisors.
- First point of contact: screen and route telephone calls and manage other correspondence via email, letters, and packages.
- Create and update records and databases with personnel, financial, and other relevant data.
- Track inventory of office supplies and place orders when necessary to ensure smooth office operations.
- Prepare timely reports and documents, as well as presentations and proposals as assigned.
- Collaborate with team members to address challenges and implement process improvements.
- Stay updated on current software and tools to enhance work efficiencies.
- Take initiative in problem-solving and project management.
- Be a team player: provide support to existing advisors, handling requests, resolving inquiries, and ensuring up-to-date information and documentation.
- Assist in onboarding new clients, collecting required documentation, and managing client information.
- Establish and maintain workflows for onboarding clients and other back-office tasks.
- Review and suggest vendor changes, managing third-party vendor relationships.
- Perform data entry.
- Assist with ongoing employee training.
- Undertake other tasks as assigned to ensure the smooth running of firm administration and operations.
Skills:
- Extremely detail-oriented with strong organizational skills.
- Utterly reliable and follow through on every commitment.
- Ability to maintain confidentiality with sensitive information.
- Goal-oriented and driven to complete tasks efficiently.
- Team player with a passion for helping colleagues and clients.
- Proactive in designing efficient systems and seeking productivity.
- Adaptable and flexible, capable of multitasking effectively and switching tasks seamlessly.
- Highly motivated and tech-savvy.
- Excellent communication and interpersonal abilities (verbal and written).
- Proficient in MS Office (Word, Excel, PowerPoint), Adobe, Google Drive, DocuSign, and Zoom.
- Able to learn and implement various third-party software platforms.
- Previous experience as an administrative assistant or in a relevant role.
- Customer service-oriented and committed to delivering exceptional service.
Benefits:
- Paid time off
- Supplemental pay types: Bonus pay, Retirement Plan available
Education: Associate degree or higher (Preferred)
Experience: Microsoft Office Apps and Adobe (3 years), Administrative assistant (5 years)
Why Join Us:
As an Administrative Assistant at Revolution Group, you will have the opportunity to work closely with a dedicated team of professionals in the financial industry. We offer a supportive and collaborative work environment where your contributions are valued and recognized. This role serves as an excellent entry point into the world of wealth management and financial services, providing you with valuable skills and experience.
Join us in contributing to the financial success and well-being of our clients.