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Gregory Financial · 2 days ago

Administrative Assistant - Part Time

Springfield, MO

Part-time

Onsite

Mid Level

$22/hr - $25/hr

3+ years exp

Gregory Financial is a retirement focused financial advisory firm based in Springfield, MO committed to helping individuals and families build lasting financial security. They are excited to add a part time Administrative Assistant to their team who will support the owner, help clients, and contribute to a positive office culture.

AdviceFinancial ServicesWealth Management

Responsibilities

Answer phones and greet clients in a friendly, positive, and warm manner

Be the first point of contact for prospects and clients

Assist clients with issues and concerns

Build and improve upon client relationships

Maintain the firm’s CRM system through accurate data entry and database management

Set appointments with clients and assist the owner with calendar management

Maintain office filing system, both paper and electronic

Assist with various marketing objectives including creating content and posting to various social media platforms (LinkedIn, Facebook, etc.)

Assist financial advisor with client service-related tasks

Other industry-specific tasks as needed

Qualification

Microsoft 365CRM managementSocial media marketingOrganizational skillsClient relationship buildingFinancial industry experienceSnappy Kraken softwareCommunication skillsAttention to detailSelf-starterIntegrity

Required

High School Diploma

3+ years' experience in an administrative role

Demonstrates strong proficiency and confidence working across various platforms and operating systems; Microsoft 365 including Outlook, Word, Excel, creating email signatures, OneDrive, Calendly, ChatGPT and Google

Collaborative team player willing to assist others

Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks

Excellent communication; written and verbal

Exhibits meticulous attention to detail and a commitment to accuracy

Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance

Self-starter who takes initiative and works well independently

Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters