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Administrative Assistant

Investpro Wealth Strategies
Tampa, FL
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Financial Services Company seeking an Experienced Full-Time Administrative Assistant to support our financial advisors and perform a variety of administrative tasks. To be successful in this role, you should not only be well-organized and detail-oriented, but also be able to problem-solve for a variety of client issues.

Responsibilities:

  • Draft correspondences and other formal documents
  • Manage calendars for financial advisors and schedule meetings
  • Maintain detailed knowledge of client operational processes and procedures
  • Ability to communicate effectively whether oral or written with a wide range of people, including clients and external organizations

Qualifications:

  • Previous experience in office administration or other related fields
  • Ability to prioritize and multitask
  • Excellent written and verbal communication skills
  • Strong organizational skills and attention to detail
  • Highly skilled in Microsoft Office
  • Has to be very comfortable in interacting with clients over the phone or in person and have the ability to problem-solve for a variety of client issues.

Please click "APPLY NOW" for consideration!

 

 

Company Description
At Investpro Wealth Strategies, we believe you deserve more than what the industry expects a financial advisor provides to their clients. As holistic financial planners and portfolio managers, we believe it’s vitally important to look at all aspects of your financial life to ensure we are creating a well-developed financial plan and hand-selecting the investments in your portfolio.

We offer an honest approach, whether regarding advice to help reach your goals or transparency about the fees in our business. As a client, you have our time and attention for any financial-related matter, even if that means giving us a call to help with insurance questions or talk through purchasing a new car.

With trust and integrity as the backbone of what Investpro Wealth Strategies is and stands for, we invite you to see for yourself how a complete, straightforward approach can help you.

Investpro Wealth Strategies

Address

5383 Primrose Lake Circle

Tampa, FL
USA

Industry

Business