FINANCIAL PLANNING ADMINISTRATIVE ASSISTANT

Our organization is growing! We are looking for an organized and personable individual to add to our financial planning team. This individual should be highly organized and socially confident. The main goal and top initiative of this position is to keep the office running smoothly, to offer our clients a positive experience, and to enable our team of financial advisors to perform efficiently.

Full-Time Position

Hours: Monday-Friday

Compensation: $22-$25 pay based on experience

Financial Planning Administrative Assistant Qualifications:

• A strong administrative and organizational skill set
• Excellent communication and interpersonal skills
• Honesty and integrity, with a strong work ethic.
• Outstanding computer skills. Must be proficient in Microsoft Office- Word, and Excel
• Ability to work independently when making important decisions.
• Superior time management with the ability to multitask and prioritize activities.
• Thrives in a fast-paced environment and positive work environment.
• Critical thinking and problem-solving skills.
• Impeccable attention to detail.
• People-oriented, dedicated to customer service.
• Minimum of an Associate's Degree

Responsibilities:

• Answer the telephone, take messages, and make follow-up calls.
• Schedule meetings and/or appointments for the financial advisors, and manage multiple calendars.
• Prepare forms and documents, and other correspondences.
• Maintain electronic and paper filing systems.
• Prepare client materials timely and accurately
• Manage client database and prepare any necessary reports.
• Assist with processes and assemble documents for meetings and clients
• Perform other duties as assigned.

Job Type: Full-time

Pay: $22.00 - $25.00 per hour

Schedule:

• 8 hour shift

Ability to commute/relocate:

• New Hartford, NY 13413: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Excel: 1 year (Preferred)
• Microsoft Powerpoint: 1 year (Preferred)

Work Location: In person

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