Administrative Associate
Job Title: Administrative Associate
Immediate Supervisor: Owner, Gould Ruma Financial Advisors
Salary: $12.00 - $15.00 per hour
Work Hours: M - F 9:00 am – 5:00 pm
Boutique independent financial planning office is seeking individual to help with administrative and client services duties. This individual will be an integral part of a team that provides financial planning and investment services to a diverse client base. This position will be responsible for general office administrative duties and resolving client issues through exceptional follow-up and follow-through skills.
Responsibilities include but not limited to:
- Answer phones, serve as receptionist and greet clients
- Resolve client questions and requests
- Maintain calendar for office to include scheduling review appointments
- Maintain CRM and update appropriate client applications
- Create reports using Morningstar and other proprietary applications
- Initiate and coordinate all necessary paperwork
- Process client checks and securities
- Responsible for Social Media postings including website updates, Facebook and Twitter
- Maintain client files and records retention/destruction
- Maintain small kitchen area
A successful candidate should possess the following qualifications:
- High School Diploma or GED required, Associates Degree or higher preferred
- Strong administrative skills to include follow through
- Commitment to high quality client support
- Exceptional organization and problem solving skills
- Attention to detail a must
- Ability to multi-task and prioritize
- Positive, caring attitude with ability to work independently
- Works well with a small team
- Excellent verbal and written communication skills
- Ability to professionally interact with wealth management clients
- Discretion when dealing with confidential matters
- Familiar with posting to social media sites such as Facebook and Twitter
- Comfortable and familiar with basic computer software including Microsoft Office and Adobe Acrobat
- Related investment/insurance industry experience preferred but not required
This position will be a good fit for a positive, caring, motivated individual with potential for advancement. Opportunity for Securities industry Continuing Education and Licensing will be provided. Fax resume to 419-841-9004 or email to pete@gouldruma.com