Job Description

Administrative Assistant (Part-Time)

JK Executive Strategies is thrilled to partner exclusively with a well-respected, financial advisory firm in search of an Administrative Assistant to join its team. This position will provide a welcoming atmosphere to all prospective and existing clients through both telephone and face to face contact. In addition, the Administrative Assistant will assist the Firm’s Wealth Advisors and Office Manager with administrative and operational support.

If you are seeking a flexible, part-time opportunity, working in a dynamic office setting, this is the opportunity for you!

Responsibilities:

• Perform daily tasks and maintain duties as related to office activities and client meetings.
• Assist Wealth Advisors on daily activities such as meetings, phone conferences & scheduling.
• Coordinate newsletter and mass mailings.
• Conduct screen and route telephone calls, update client files and notes.
• Send out new client packages including: ADV, contract, organizer, letter, etc.
• Set up file for new client initial meeting.
• Schedule and confirm appointments for existing clients.
• Schedule and confirm vendor meetings.
• Scan all new client docs.
• Handle all client address changes with vendors.
• Maintain office equipment and supplies.
• Maintain office calendar.
• Other duties as assigned.

Requirements:

• High school diploma required; associates degree, preferred.
• 1+ years of related experience, ideally in a client service and or financial environment.
• Experience working in financial services firm, preferred.
• Exceptional organizational skills and ability to carry out responsibilities with limited supervision.
• Ability to handle multiple tasks at one time and be able to prioritize.
• Strong attention to detail and high energy.
• Demonstrated effective verbal, interpersonal and written communication skills.
• Strong understanding of the firm’s vision, mission and strategy.
• Demonstrated intermediate level ability in the use of applications in spreadsheet, word processing and other software packages including Microsoft Excel and Word.

Salary : $20-$25/hour

JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.

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