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Operations and Client Service Associate

Stokes Wealth Orlando, FL
  • Expired: 16 days ago. Applications are no longer accepted.

Executive Admin Position (College Park, Orlando)

We are a full service wealth management organization and serves as the primary center of influence in the financial
freedom of our client's pre and post retirement lives. We provide a clear strategy and ongoing monitoring and coaching
to provide peace of mind and certainty to our client's futures. We seek to exceed our client's expectations in client
service, communication, innovation and understanding of complex and sophisticated planning alternatives.

We are seeking a part time Executive Administrative Assistant to join our team. This position will provide specific,
detailed marketing and administrative support to the owner of the company, a Certified Financial Planner™. This
position will be based out of College Park-Orlando, FL, office.

This position is approved as Part Time without eligibility for benefits. This position does provide the potential for
professional growth with the company. Rate of pay is $15/ hour. The position allows some flexibility in its schedule,
although some core hours will need to be maintained and it will be scheduled between 28-30 hours per week. Please
review the details below and apply today if you are qualified and interested!

The Executive and Administrative Assistant will be responsible for (but not limited to):

  • Providing marketing assistance to the owner:
  • Assisting with all aspects of web based marketing and social media
  • Preparing and assembling marketing material for prospect and client meetings
  • Managing marketing campaigns using client and prospect date within our CRM (Redtail)
  • Providing administrative assistance to the owner
  • Processing new business applications using data in Redtail and LazerApp
  • Storing client and compliance documents using secure web based storage technology
  • Preparing client reviews
  • Performing client service functions such as requests for funds, beneficiary and address changes
  • Communicating and working closely with Broker Dealer and Vendor home office personnel
  • Scheduling and confirming client appointments
  • Contacting clients as needed to perform marketing and administrative duties
  • Strong attention to details
  • Providing general office support
  • Producing and tracking various monthly reports
  • Making photocopies, faxing, scanning, emailing documents and performing other clerical functions
  • Answering phones as needed

Qualifications - To perform this position successfully, candidates should possess:

  • HS Diploma
  • 2 or more years of Financial Services experience in an administrative and marketing setting
  • Proficiency with Microsoft Office (Outlook, Excel, Word, and PowerPoint)
  • Experience with cloud-based storage
  • Ability to multi-task on several different projects, independently and as a team, while remaining flexible and
    servicing both internal and external clients
  • Customer service focus with the ability to express empathy, maintain confidentiality, and utilize sound
    independent judgment and discretion
  • Attention to detail in work
  • Excellent communication skills, both written and verbal, with the ability to demonstrate tact and diplomacy

Desired Qualifications:

  • Associates or Bachelors Degree
  • Insurance or Securities Licenses
  • Experience with Redtail or other CRM, LazerApp, Morningstar Advisor Workstation, Circle of Wealth, Spending
    Game, Sugarsync, Dropbox, Publisher, Investigo, Join Me or other web meeting application

Stokes Wealth

Why Work Here?

Dynamic, Flexible, Family Oriented, Small Office with Professional Growth Encouraged and Supported

A full service wealth management firm located in College Park, Orlando is seeking an experienced Operations/Client Services Associate with a commitment to integrity and a personalized approach to service. Our firm provides comprehensive financial, retirement planning and portfolio management to individuals, families and small businesses. If you enjoy working in a dynamic, fast-paced small office with a lot of variety, and helping people improve their lives, this position may be for you.


3117 Edgewater Drive Orlando, FL 32804
Orlando, FL