We are looking to bring an individual on to our team that is eager to learn, take on new challenges and grow their future with a women owned and operated financial planning firm. The individual that we are looking to compliment our existing team will be a self-starter, with attention to detail and excellent communication skills. We have been in business for 35+ years and have a proud history of providing an elite level of professional financial services. To be successful you will need to be motivated, driven and can think outside of the box in a fast-paced environment.

DESCRIPTION

Administrative Assistant

Summary of responsibilities
This position provides administrative and operational support to WWA advisors and planning team. Is responsible for maintaining operating efficiency with paperwork and software programs.

Principal responsibilities

• Answer primary office phone line and transfer calls to appropriate individuals and advisors within the office
• Manage an office calendar for shared conference rooms
• Help to clean, maintain and keep up the offices/building
• Complete all forms correctly and submit them within one business day
• File client statements, correspondence, and agreements so that all client filing is completed within five business days
• Track pending business paperwork; update pending business summary sheet for advisor’s attention when documents are outstanding; track and tally all outstanding work weekly
• Handle advisor needs proactively
• Update CRM systems
• Perform mail merge for mailings
• Use COMMunity Link® to access Commonwealth resources, Morningstar®, and so on
• Use Commonwealth’s services efficiently
• Make recommendations to systematize and improve office functioning

· Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisor

Required knowledge/skills/competencies

• High attention to detail
• 1-2 years experience in an administrative role, experience in financial services a bonus
• Demonstrated ability to work in fast-paced environment
• Superior organizational skills
• Sufficient patience to do repetitive work correctly
• Ability to fill out forms exactly
• Proficiency in MS Office Suite (e.g., Word, Excel)
• Ability to follow directions exactly
• Professional who takes initiative independently