Administrative Assistant

Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? Norseman Advisory Group, a financial services firm with an office in Newport News, VA, has an opening for a full-time Administrative Assistant - and this is far more than just another job opportunity!

Our Investments in You:

· PTO

· Professional development

The Expertise We’re Looking For:

· Prior Experience Working in Microsoft Office Suite (Required)

· High School Diploma (Required)

· Prior Office Administrative Experience (Required)

· Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Successful Administrative Assistant:

· Able to communicate verbally and in writing

· Able to learn and adapt to changes

What you will be Responsible for:

· Serve visitors by greeting, welcoming, directing and announcing them appropriately

· Answer incoming calls and transfer all calls to the appropriate personnel

· Check night messages first thing every morning & update night message as needed (holidays, etc.)

· Maintain security by following procedures and controlling access

· Onboard new and potential prospects from 3rd party marketing vendor into CRM system

· Upload client documents into CRM system for review

· Schedule follow-up appointments

· Perform other clerical receptionist duties such as filing, photocopying, collating, faxing etc.

· Follow up with the client and Financial Advisor(s) during the entire sales cycle. Including but not limited to, meeting follow up emails and phone correspondence, process documentation, etc.

· Build strong, meaningful relationships with clients

· Send out birthday and anniversary recognitions to clients

· Seminar planning and attending

· Maintain and organize office files and documentation

· Coordinate all marketing campaigns, databases, and client communication

· Manage marketing campaign for clients and prospects

· Manage, update and write responses for company social media platforms

· All other duties as assigned

Pay: $15/hr + bonus potential

Check out our website: https://www.norsemanagi.com/

If you feel like we would be a good fit for each other, apply now!