WG Financial Group · 17 hours ago
Office Assistant
Huntsville, AL
Full-time
Onsite
Entry Level
$40K/yr - $40K/yr
2+ years expWG Financial Group is a retirement planning firm based out of Huntsville, AL, seeking an Office Assistant to join their growing team. This role is essential for providing a welcoming experience to clients and involves managing various administrative tasks to support the office operations.
Financial ServicesRetirementTax PreparationWealth Management
Responsibilities
Answer phones and greet clients in a friendly, positive, and warm manner
Keep the office environment neat, tidy, and organized to ensure a welcoming atmosphere
Be the first point of contact for prospects and clients
Calendar management, including setting and confirming appointments
Ensure beverages and snacks are available for clients and guests
Maintain the firm’s CRM system through accurate data entry and database management
Build and improve upon client relationships
Sort, scan and distribute incoming mail and deliveries
Order front office supplies and keep track of inventory
Run errands on behalf of the office
Support the marketing team with event preparation
Qualification
Required
High School Diploma
2+ years' experience in a customer service or an administrative role
Excellent communication; written and verbal, professional and well spoken
Demonstrates proficiency and confidence working across various platforms and operating systems
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
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
Embraces change and adapts quickly to evolving processes
Benefits
Health, dental and vision insurance
PTO
401(k)
Paid holidays
Birthday PTO
Company
WG Financial Group
WG Financial Group offers financial planning, investment management, retirement, and tax planning services for individuals and families.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase