Administrative Specialist & Operations Coordinator
WEALTH LOGIC INC
Plymouth, MN
- $18 to $25 Hourly
- Part-Time
Job DescriptionCompany Description
Position Summary:
Financial advisor seeking full or part-time administrative specialist and operations coordinator to aid in the operations and continued growth of a financial services practice.
Responsibilities:
- Assist in the management of operations in tandem with leadership
- Assist in the organization and creation of systems for day-to-day operations
- Facilitate meeting reservations and reminders
- Prepare client case notes
- Email meeting recaps
- Coordinate detailed filing systems and maintain client records and database
- Manage day-to-day calendar
- Schedule meetings
- Monitor daily email
- General copying and filing
- Assist with pre-meeting packets, reports, forms, etc.
- Facilitate and monitor correspondence
- Delegate customer service for Advisor’s clients
- Coordinate holiday gifts and cards
- Tracking and monitoring new business and account/policy services
- Maintain a neat and orderly workspace
- Many miscellaneous tasks
Qualifications:
- Superior attention to detail and top tier organizational skills
- Sense of urgency and well-developed time management systems
- Compliance with all operating policies and procedures
- Previous experience with Microsoft Office Suite to specifically include Outlook, Excel, Power Point, ACT
- Strong interpersonal skills, commitment to a collegial work style and mutual accountability
- Experience with CRM software preferred
- Understanding and commitment to a business professional workplace environment
- Self-motivation and adaptable
- Ability to manage time to accommodate priorities of fast-paced Advisor
- Some college, 4-year degree preferred
- Excellent communication skills, strong written and verbal
- Positive attitude
- Must be a critical thinker and problem solver
- Sense of humor
Boutique financial planning firm that values client and employee relationships as our top priority.
Why Work Here?
Close knit team environment where your contribution moves us forward daily, fast growing with upward mobility, focus on personal growth.
Boutique financial planning firm that values client and employee relationships as our top priority.
Address
WEALTH LOGIC INC
2 Carlson Parkway N. Plymouth MN 55447
Plymouth, MN
USA
Industry
Business
Website
Posted date
Over a month ago
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