Our client is a boutique Wealth Management Advisory firm that focuses on designing a personalized plan and helping clients execute it by safely navigating their financial journey and having meaningful adventures along the way.
They are currently seeking an Administrative Assistant to join the team and support the Founder.
Responsibilities
- Anticipate the needs of the Advisor to allow for a seamless flow during the day
- Maintain an efficient, organized calendar that allows the Advisor to focus her energy on building client relationships. This will include office and some personal engagements
- Manage the flow of communication between advisor and team members through the use of technology
- Research new prospects and potential clients for Advisor before client meetings
- Identify additional prospecting opportunities
- Provide accountability to team members to make sure they are prepared for client meetings and focused work blocks to ultimately meet all team goals
- Read, monitor, and delegate the Advisor’s email to the team when appropriate
- Act as liaison between the shared services team and advisor
- Oversee client appreciation - gifts, events, etc
- Organize and maintain client and business files
- Develop and sustain a level of professionalism among staff and clientele
- Prepare and process all paperwork needed for insurance accounts and ongoing insurance service
- Maintain client case files, performance reports, account forms and other paperwork required
- Collect all materials for quarterly and annual reviews
- Respond to back-office inquiries
Qualifications
- 2+ years of a supporting role within the Financial Services field
- Client service experience including excellent oral and written communication skills
- Demonstrated organizational skills, ability to multitask, and time management skills with ability to set priorities and meet deadlines
- Ability to maintain confidentiality
- Life & Health Insurance licensed (preferred but not required)
- Investment registration expected completion by 1 year anniversary
Compensation
- $45,000-60,000 base salary with annual bonus
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
