Overview
Human Resources Administrative Day Laborer Jobs in Everett, WA at The City of Everett
Job Description
Job Title: Administrative Assistant
Report To: Advisor
Job Status: Part-Time W-2 with benefits (30 hours/week with potential to flex to 40 hours/week as needed)
Location: Remote in the state of Tennessee
Financial Clarity Guides a growing financial planning firm, is seeking an Administrative Assistant to assist with the mission of helping clients achieve their financial goals through a holistic approach. This is an opportunity to play a key role in a small, rapidly growing company where your potential to excel is unlimited.
Website: www.fcguides.com
Job Summary
The Administrative Assistant is responsible for providing excellent service, support, follow-through and administrative tasks with the purpose of delivering an exceptional client experience. The Administrative Assistant specializes in client experience to ensure that Financial Clarity Guides is an efficient and organized office allowing the advisor to focus on building client relationships.
Responsibilities include but are not limited to:
Office Administration:
Administratively support the Financial Planner in achieving stated company goals and objectives
Ownership and management of account opening and client servicing for the team
Manage and complete all other administrative tasks as requested
Responding to emails & calling clients when necessary
Assess and improve time efficiencies, processes, and workflows
Marketing assistance
Lead team meetings reviewing status of account openings/team projects
Collaborate with Financial Planner to uncover growth opportunities
Act as accountability partner
Maintain a clean and orderly virtual office environment
Knowledge, Skills and Abilities:
Organized and attentive to detail.
Self-starter, with a can-do attitude and exceptional work ethic.
Able to work independently, as well as in a team environment
Ability to multi-task.
Excellent written and verbal communication skills.
Great people skills.
Good technology and computer skills (MS Office). Able to learn and adapt to new technology.
Adaptable and willing to grow with the firm.
Education and Experience
High school diploma required; bachelor’s degree preferred.
Administrative Support Experience required.
Experience in the financial services industry preferred.
Insurance License Preferred (Life/Health License), but not required
Investment License Preferred, but not required
Benefits:
Health insurance
4% match on 401k
Group long term disability insurance
Group life and vision insurance
15 days PTO
1 additional PTO day per year for volunteer work
8 paid holidays
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cooper Financial Group, a Registered Investment Advisor. Cambridge, Cooper Financial Group, and Financial Clarity Guides are not affiliated.
Job Type: Part-time
Pay: $20.00 – $27.00 per hour
Expected hours: 30 – 40 per week
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance
Schedule:
Monday to Friday
Application Question(s):
This will be a remote position with occasional in person planning meetings with the advisor, who lives in Spring Hill, TN. For that reason we’re looking for someone within 1 hour of Spring Hill. How long would it take you to drive to Spring Hill, TN?
Experience:
financial industry: 1 year (Preferred)
Work Location: Remote
Title: Human Resources Administrative Day Laborer
Company: The City of Everett
Location: Everett, WA
