Administrative Assistant

Responsibilities

• Prepare correspondence for advisor signature
• Handle all scheduling (3 advisor team)
• Answer phones and document client calls
• Track all client and practice materials
• Prepare meeting Agendas
• Send agendas/handwritten notes to OFM
• Upload Advisor Notes + Assign Tasks accordingly
• Perform other allowable duties as assigned
• Text Monitoring Hersay for owner and clients
• Greet clients upon arrival
• Key Tasks: Mail, incoming and outgoing

Qualifications

• Bachelor’s degree in marketing or related field
• 1-2 years of relevant experience in a marketing role
• PREFERRED SKILLS: Experience with social media management and content creation, Knowledge of SEO and digital marketing best practices

Benefits

• 3% simple IRA match
• Up to $1000 a month health insurance reimbursement

Schedule

• Full Time

Pay

• $45-50k per year depending on qualifications