Administrative Assistant

About First Wealth Financial Group

At First Wealth Financial Group, we provide a positive and encouraging atmosphere and culture with the focus on excellence. Through cooperation and teamwork, we are proud to provide our clients with individualized client attention and service, appropriate direction, advice, support and offer access to assistance with products that will improve their financial performance while adding additional value to their lives. The little details that happen behind the scenes make all the difference.

Job Description
The Administrative Assistant performs daily administrative and operational tasks with high attention to detail and executes on the team’s client service mission. We are searching for someone with a positive, upbeat attitude who is a strong team player.

Job Responsibilities

· Answer phones, schedule appointments and client review meetings. Maintain a systematic appointment scheduling process

· Assist in the assembly of client review presentation materials

· Schedule appointments and maintain a systematic appointment scheduling process. Call clients to remind of upcoming appointments

· Coordinate with LPL Financial and other custodians and strategic partners on client account maintenance and reporting

· Open and close office, prep meeting room. Stock daily supplies

· Fulfill routine client service requests, resolve inquiries and escalate cases when appropriate

· Greet clients and other office visitors in a warm and friendly fashion

· Input data into CRM and ensure accuracy of the information

· Prepare new account and service paperwork efficiently and effectively to completion

· Provide customer service both in person and over the phone to facilitate and resolve client service requests

· Send out birthday and holiday cards, Thank You notes, and client event invitations

Key Competencies

• B.S/B.A. degree preferred
• 2 year’s financial services experience preferred but not required
• Excellent customer service skills
• Organizational skills and multi-tasking ability
• Attention to detail
• Strong Microsoft Word, Excel and Outlook skills
• Strong interpersonal skills and sense of teamwork valued.
• Candidate must be professional in appearance and manner.
• First Wealth Financial Group offers competitive salary, benefits, 401(k) plan and Paid Time Off

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Clinton, IA 52732: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Administrative Assistant: 2 years (Preferred)
• Financial services: 2 years (Preferred)

Work Location: In person

Salary : $43,600 - $55,200