What are the responsibilities and job description for the Administrative Assistant position at Strong Tower Wealth Management?
.Strong Tower Wealth Management is looking for an engaging and forward-thinking administrative assistant. The ideal candidate will have experience with compliance, office suite, Raymond James systems, and excellent problem-solving skills. The duties of the administrative assistant involve supporting the advisor in daily office needs. This is a hybrid position, that will require both remote and in-office work.
Strong Tower provides comprehensive wealth management to all our clients based on their circumstances, goals, dreams, and challenges. We offer experience, resources, and portfolio management, usually only available to the ultra-wealthy. Feel free to visit our website to learn more about our company. www.strongtowerwealthmanagement.com
Industry
· Financial Services
Employment Type
· Full-Time, hybrid
Responsibilities
· Client engagement
· Maintain compliance with all regulatory bodies
· Manage existing book of business
· Answering client calls and scheduling appointments
· Write and distribute communication between the advisor and client
· Act as a point of contact for new and existing clients
· Develop and maintain a filing system
· Update and maintain processes and procedures for the office
· Assist with all account associated paperwork
· Additional duties and projects as assigned
Requirements and Skills
· Proven virtual administrative assistance experience
· Microsoft Office Suite
· Raymond James back-office support or similar
· Self-starter with excellent time management skills
· Strong organizational skills and the ability to multi-task
· Background with compliance preferred
· Excellent written and verbal communication skills
· Minimum associate or bachelor’s degree
Salary and Benefits
· $45,000.00 to $65,000.00 based on experience
· Quarterly bonus structure based on new assets
· SIMPLE IRA
· Health Insurance
· Maternity/Paternity Leave
Job Type: Full-time
Pay: $45,000.00 - $65,000.00 per year
Benefits:
- Flexible schedule
- Health insurance
- Retirement plan
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
Work Location: Hybrid remote in Franklin, TN 37064
Salary : $45,000 - $65,000