Overview
Executive Assistant Jobs in Concord, CA at SHELTER, Inc.
Company Overview
We are a rapidly expanding financial advisory firm based in Collierville, TN. We are a service-focused firm providing an array of financial solutions, ranging from financial planning to investment advising and retirement services that help our clients achieve their financial goals. Our office provides a comfortable, professional work environment in a safe and quiet professional center with access to an idyllic park. We are seeking an Administrative Assistant to contribute to our success.
Job Description
As the Administrative Assistant, you will play a crucial role in supporting the daily operations of our financial advisory practice. The ideal candidate will embody qualities such as honesty, hard work, ethics, and friendliness. We value individuals with a high level of integrity who seek challenges and strive for excellence. On-site attendance from 8:00 AM to 5:00 PM Monday through Friday is imperative.
This is a great opportunity for a talented individual who desires a team-based, fast-paced, professional environment.
Responsibilities
CRM Management & Misc. Reporting:
Excess Cash Report (weekly)
Household Cleanup/Maintenance Report (weekly)
Work with receptionist to monitor and maintain accurate past-due list (weekly/monthly)
Add outside assets in the Customer Relationship Management (CRM) software
Maintain “New Assets” spreadsheet
Financial Planning:
Sort client data into binders
Assemble Financial Plan (FP) binders for meetings
Keep stock of FP supplies (binders, tabs, labels, etc.)
Implement new systems
Maintain master FP binder to include: Status Report, all FP summaries (YTD/previous year), pending action items, assets brought in)
Create FP agendas & post FP agendas
Reports for Portfolio Reviews:
Create reports for portfolio reviews when Portfolio Reporting Coordinator is out of the office
Update outside assets ahead of Portfolio Review (PR)
Create PR agendas
Special Projects & Miscellaneous Support:
Support marketing team with mass mailing, mailing lists, etc.
Ensure all notes from market movements are in CRM
Create master task list/to-do list for administrators’ internal use
Clean up client folders in hard drive
Update/add/remove custom fields in CRM
Add outside assets from previous financial plans
Qualifications
A bachelor’s degree is preferred but not required (minimum requirement is a GED.) Proficiency with Microsoft Office and the ability to quickly learn other software programs is essential. In addition, you must be highly organized and detail-oriented. Creative and energetic candidates are a plus!
What We Offer
Competitive salary based on experience.
Health and Dental Insurance.
401(k) with matching contributions.
A generous personal leave policy.
Opportunities for professional development through employer-sponsored training and advancement within the firm.
A collaborative and supportive work environment.
On-site gym
Walking trail
Stocked pantry and fridge
More About Our Company
We are a long-established, award-winning, and quickly growing wealth advisory firm. Our mission is to help our clients obtain and maintain financial freedom. We do this by getting to know our clients and their needs, developing sensible investment strategies, and providing responsible and dependable service. Our team embraces a core group of values exemplified in our daily interaction with our clients, peers, and the community we serve. In bringing our core values to life, we make a difference in the lives of our employees, our clients, and those in our communities.
Our office is located in Collierville, TN, and provides a comfortable, professional work environment. Our office culture is highly professional and friendly, without sacrificing the quality of our results. As an established, independent wealth advisory firm, we maintain the highest level of professional standards.
Interested candidates should submit a cover letter, salary requirements, and resume.
No phone calls, please.
Pickler Wealth Advisors | 1135 Halle Park Circle | Collierville, TN 38017
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
Job Type: Full-time
Expected hours: 40 – 45 per week
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Schedule:
Day shift
Monday to Friday
Education:
Associate (Preferred)
Experience:
customer service or client-facing: 2 years (Preferred)
Work Location: In person
Title: Executive Assistant
Company: SHELTER, Inc.
Location: Concord, CA
