Administrative Assistant

Job TitleAdministrative AssistantLocationIndependence, OhioJob TypeFull-TimeJob SummaryWe are seeking a proactive and organized Administrative Assistant to support our financial advisory team. This individual will play a key role in managing daily operations, providing top-tier customer service, and supporting the financial advisor in various administrative tasks. The ideal candidate is self-motivated, detail-oriented, able to multitask efficiently, and takes the initiative to address client and team needs.Key ResponsibilitiesServe as the primary point of contact for client inquiries, providing exceptional customer service and managing communication between clients and the financial advisor.Schedule and coordinate client meetings, including preparing necessary documentation and follow-ups.Assist in preparing financial documents, reports, and presentations as required by the advisor.Maintain and organize client files and databases, ensuring all information is up-to-date and accessible.Handle general administrative tasks such as answering phone calls, managing emails, and organizing the office environment.Process new account applications, transfers, and other client paperwork accurately and in a timely manner.Track and follow up on client requests, ensuring resolutions are achieved quickly and professionally.Monitor compliance requirements and ensure all client interactions and files meet regulatory standards.Assist with marketing efforts, such as updating client communication materials and managing social media presence.Other duties as assigned by the financial advisor to support office efficiency and client satisfaction.QualificationsHigh school diploma or equivalent required; associate's or bachelor's degree preferred.Prior administrative or customer service experience in financial services is a plus.FINRA registrations (Series 6, 7, or 63) preferred but not required.Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and financial software.Experience using the CRM Redtail is a plus.Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.Excellent communication and interpersonal skills.Demonstrated ability to work independently and take initiative.Additional AttributesA proactive and solution-oriented mindset.Ability to maintain client confidentiality and handle sensitive information with discretion.Strong time management skills and ability to prioritize workload effectively.A positive and upbeat personalityOther InformationCompetitive compensation based on experience.Vantage offers a suite of employee benefits including PTO, health insurance, dental/vision, ancillary insurance, 401k employer match and more.This is an in-office position at our home office in Independence, OH. After a probationary period and with proven performance, there is an opportunity to work approximately 1 day per week remotely.

Created: 2024-11-17