Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Baum Financial Services in The Villages, FL is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!
Minimum Requirements:
years of administrative office experience in a fast-paced environment
Degree preferred
industry experience preferred
skills with MS Office Suite
experience preferred
in annuities and insurance preferred
This position requires that you possess the following skills:
to prioritize projects and manage time
customer service, to include excellent communication, both verbal and written
follow-through
positive attitude
to demonstrate persistence to achieve quality
Responsibilities:
Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:
phones and greet clients in a friendly, positive, and warm manner
the first point of contact for prospects and clients
office supplies and outgoing correspondence
clients with issues and concerns
and improve upon client relationships
management
appointments with clients and assist the Advisor with calendar management
preparation including compiling account summaries
office filing system, both paper and electronic
notes from client conversations
with various marketing objectives
industry-specific tasks as needed
Back - Office support initiatives and/or core projects that support Advisory teams - including client review reviews and prospects plan prep
marketing support as needed including newsletters, blog, social, website, communications, events, etc.
Salary:
$20-$25 BOE
Benefits
After 6 months:
Full health insurance, including dental and vision
Generous PTO and Comp time
401(k)
Annual bonus
Hours:
Monday - Friday
8:30am-5:00pm
Some evenings required for client events
Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!