Axiom Wealth Strategies · 19 hours ago
Administrative Assistant
Bend, OR
Full-time
Remote
Entry Level
$25/hr - $40/hr
Maximize your interview chancesFinancial Services
Hiring Manager
Neal Richards
Insider Connection @Axiom Wealth Strategies
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Using our CRM system, workflow tasks are assigned. Tasks include simple items like address changes, to more complex tasks like onboarding a new client.
Calling on existing clients for their annual/quarterly review and following up on prospective client’s inquiry’s.
Prepare for scheduled review meetings and log notes.
Organizing client appreciation events and gifts.
Qualification
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Required
Basic MS Office knowledge.
Outstanding organizational and time management skills.
Excellent verbal and written communications skills.
Works well independently.
Preferred
Experience with Redtail CRM, LPL Clientworks, Morningstar Advisor Workstation. (Experience with these tools a plus but not necessary).
Company
Axiom Wealth Strategies
Axiom Wealth Strategies exists to empower individuals and their families to build ‘true wealth’ in the broadest definition of the term.
Founded in 2021
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
