MultiGen Wealth Services ยท 3 days ago
Administrative Assistant
Anacortes, WA
Full-time
Onsite
New Grad, Entry LevelMultiGen Wealth Services is a busy financial services team seeking a professional Administrative Assistant for their Anacortes, Washington office. This role is critical in day-to-day operations, focusing on internal and outbound communication to enhance client experiences.
Financial Services
Responsibilities
Internal Communication within the Team and current clients
Outbound Communication expressing our areas of focus and value proposition within the communities we serve
Communicate, schedule, prepare meeting reports, scan and upload and document
Qualification
Required
Complete a background check and be approved by our Broker/Dealer and RIA Firm
Technology proficient: CRM, Online Scheduler, Box, Microsoft, Xcel, Word, Adobe
Strong communication & writing
Social Media
Strong organization and leadership
Ability to work independently
Benefits
PTO accruing 2 hours per 40 hours work
401k with 3% match and profit sharing available after 1 year
Company
MultiGen Wealth Services
MultiGen Wealth Services Inc. is named for the need to prepare for intergenerational financial planning.
Founded in 2011
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase