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STRATOS · 7 hours ago

Administrative Assistant

Clinton, Iowa, United States

Full-time

Onsite

Entry Level

$40K/yr - $55K/yr

2+ years exp

First Wealth Financial Group provides a positive and encouraging atmosphere focused on excellence. They are seeking an Administrative Assistant to perform daily administrative and operational tasks with high attention to detail and support the team’s client service mission.

ConsultingFinancial Services

Growth Opportunities

Responsibilities

Answer phones, schedule appointments and client review meetings. Maintain a systematic appointment scheduling process

Assist in the assembly of client appointment presentation materials

Communicate with clients to remind of upcoming appointments

Open and close office, prep meeting room. Stock daily supplies

Fulfill routine client service requests, resolve inquiries and escalate cases when appropriate

Greet clients and other office visitors to create a warm and friendly first impression

Input data into CRM and ensure accuracy of the information

Provide confident communication both in person and over the phone to facilitate and resolve client service requests

Send out client correspondence, marketing materials and communications

Coordinate with LPL Financial and other custodians and strategic partners on client account maintenance and reporting

Qualification

Microsoft WordMicrosoft ExcelMicrosoft OutlookCustomer serviceOrganizational skillsAttention to detailInterpersonal skillsTeamwork

Required

Excellent customer service skills

Organizational skills and multi-tasking ability

Attention to detail

Strong Microsoft Word, Excel and Outlook skills

Strong interpersonal skills and sense of teamwork valued

Candidate must be professional in appearance and manner

Preferred

B.S/B.A. degree preferred

2+ year's financial services experience preferred but not required

Benefits

Competitive salary

Benefits

401(k) plan

Paid Time Off

Company

STRATOS

Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide.

Founded in 2008

Beachwood, Ohio, USA

501-1000 employees