Overview
Office Manager Assistant – Full Time Jobs in Birmingham, AL at Affinity Hospice
Administrative Assistant (Remote)
We are seeking a personable and detail-oriented Administrative Assistant to assist the CEO and his team of financial advisors, attorneys, and other staff.
The ideal candidate must possess a high level of client, vendor, and inter-team interaction skills and the ability to prioritize daily projects. This person will have excellent customer and organizational service skills, knowledge of the professional services industry, and a strong passion for serving others.
Key Traits:
Honesty, integrity and accountability
Maintains professional competencies and adheres to the firm’s ethical standards and culture
Possess a passion to assist CEO and team members
Dedicated and loyal
High work ethic
Flexible and accommodating
High level of interpersonal skills
Reliable, follows through on commitments
Minimum Requirements:
Bachelor’s Degree preferred
Effective communication with clients, advisors, and staff members
Significant familiarity with financial markets and strong understanding of the advice process
Keep an organized account of client needs and objective
Ability to prioritize and work in a deadline-driven environment
Effective and efficient time management
CRM experience
Responsibilities:
Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:
Respond to client call-ins and needs daily
Assist CEO in projects/scheduling
Assist Financial Advisors, Wealth Managers, Accountants, and Attorneys in new acquisitions
Assist in organizing and maintaining calendars
Help, prep, and execute financial planning paperwork
Reviewing and compiling account reviews
Document CRM system with all client communications
Help build and foster a client referral system
Salary:
$55,000-$65,000
Benefits
Health Insurance
401k
PTO
Hours:
Monday – Friday: 8:00 am -5:00 pm
Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. We are not a staffing firm but together we have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Title: Office Manager Assistant – Full Time
Company: Affinity Hospice
Location: Birmingham, AL
