Administrative Assistant

About the role

The Administrative Assistant works with a team of operations professionals to support the clients and Wealth Advisors of the Crossroads Financial Group. The focus of this role is to provide welcoming, professional client service in the front office.

Responsibilities

• Direct incoming phone calls, answer basic client questions, and schedule meetings
• Greet clients in the front office
• Send investment updates and other client communications
• Run weekly reports
• Maintain office, supplies, and breakroom
• Keep client relationship management system (Redtail) updated
• Plan and carry out team events
• Other responsibilities as assigned

Requirements

• Excellent interpersonal skills
• Strong attention to detail and organization skills
• Ability to handle multiple tasks and maintain high quality work while experiencing frequent interruptions
• Strong computer aptitude and knowledge of business tools (e.g., Docusign, Microsoft Word, Excel) or ability to learn
• Ability to maintain integrity of sensitive/confidential information

Schedule

Part time, Monday – Friday 8:30 a.m. to 2:30 p.m.

Pay

$22–$25/hour depending on experience.

Benefits

• Paid time off (PTO)
• Disability insurance
• Health insurance
• Life insurance
• 401k
• Bonus plan

A background verification and fingerprint submission to the FBI will be required. All Access Persons must comply with the firm’s Code of Ethics regarding outside brokerage accounts.