Administrative Assistant
Opportunity:
We are always interested in meeting highly organized, outgoing, service-oriented candidates to assist our firm’s advisor support team. Positions, when available, may be part-time or full-time. Days and hours may be flexible depending on needs and the candidate’s availability. The Administrative Assistant would work directly with a Wealth Management Advisor in our San Antonio, TX office, assisting with their day-to-day operations.
Our advisors and staff are committed to positively impacting the lives, lifestyles and legacies of the clients we serve. We are proud of the culture we have built which has allowed us to be recognized as one of the “Best Places to Work” in San Antonio. We have also, along with our parent company Michigan Financial Companies, been named a “Best & Brightest Company to Work For” for 13 years and a “Top Workplace” for 11 years.
Objective:
The Administrative Assistant will be responsible for assisting the Wealth Management Advisor in their day-to-day operations. Working knowledge of a PC computer is a must.
Primary Responsibilities (including, but not limited to):
- Assist with Advisor’s daily activities
- Answer and make phone calls
- Organize and schedule appointments
- Prepare documents and any materials needed for client meetings
- Assist clients with service questions and issues
- Complete Application forms
- Maintain compliant files
- Update Client Relationship Management system
Qualifications:
- Positive and caring attitude to promote firm culture
- Fosters open and approachable environment
- Strong communication skills
- Client experience and strong customer service skills are necessities
- Excellent organizational skills and attention to detail
- Ability to manage and prioritize multiple tasks and team member requests
- Ability and desire to learn new skills and adapt to changing technology
- Problem solving attitude, takes initiative to resolve issues
- Ability to be flexible and work cross-functionally
- Proficient in Microsoft Office including Word, Excel, Outlook & PowerPoint
- Ability to work independently and as part of a team
- Experience in the financial services industry – strongly preferred
- Experience with any Client Relationship Management tool