Financial Integrators ยท 16 hours ago
Administrative Assistant/Receptionist
Coralville, IA
Full-time
Onsite
Entry Level
2+ years expFinancial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. They are seeking an Administrative Assistant/Receptionist to serve as the professional first point of contact for the company, managing essential administrative activities and enhancing the client experience.
AdviceConsultingFinancial ServicesProfessional ServicesRetirementWealth Management
Responsibilities
Manage essential administrative activities, including setting appointments, preparing meeting materials, and handling all incoming and outgoing correspondence
Serve as the primary point of contact for visits and calls, building lasting relationships and ensuring every interaction is professional and welcoming
Track outstanding items to completion, research creative solutions to office challenges, and ensure all numerical and financial data is recorded and reconciled with total accuracy
Collaborate with staff members to set future actions, create assignments, and ensure the office is fully stocked and prepared for daily success
Qualification
Required
High school diploma or equivalent required
At least two years of related administrative and bookkeeping experience highly preferred
Excellent written and oral communication skills
Analytical ability to make decisions with limited direction
Solid computer skills, including the ability to learn technology and various systems including video conferencing
Strong attention to detail and ability to follow through on tasks
Organizational, reading comprehension, math, and problem-solving skills
Must have the ability to balance working independently with working in a team environment
Self-starter, multi-tasker, problem solver, goal oriented and a team player
Reports to a manager or supervisor
Prolonged periods sitting at a desk and working on a computer
Must be able to lift up to 25 pounds at a time
Preferred
Associate's degree or equivalent experience preferred
At least two years of related administrative and bookkeeping experience highly preferred
Familiarity with Google Workspace, Salesforce, Excel, and Word highly preferred
Benefits
Comprehensive medical, dental, and vision options
Company-paid disability and life insurance
PTO
Paid holidays
Volunteer time off
Paid parental leave
401(k) plan
Robust Employee Assistance Program for professional support
Company
Financial Integrators
At Financial Integrators we believe many people lack professional guidance in an ever-growing complex financial world.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Greg McLaughlin
Financial Advisor
Company data provided by crunchbase