Administrative Professional

Overview ? Experienced Assistant ? Mind Reading Would be a Plus

You?ll have the opportunity to be the force that keeps our Financial Advisors highly effective. You?ll practically be a mind reader - anticipating their needs, staying one step ahead, and amazing everyone at how smoothly, efficiently, and quickly things get done. If you like working independently, enjoy a strong dose of personal learning and growth, and expect to make a real difference in our success, you?ll appreciate our culture. This is an opportunity that doesn't come along often. We furnish the opportunity; you furnish the commitment for personal excellence.Here?s what we expect of our top performers:

We offer outstanding opportunities if you meet our challenging standards. Review the following quick summary of our performance expectations. If you want a real challenge and all the satisfaction that comes from participating in a vibrant, growing company, you?re ready for the next step in our selection process.

You enjoy helping others become more productive:  You?ll identify all the administrative tasks currently performed by a Financial Advisor and quickly take them on. These administrative tasks range from updating database information about clients to producing complex mail merges. You?ll organize both the inbound and outbound communications.  You?ll be using the Microsoft Office Suite, ACT and our internally developed client management system.  You?ll be using these tools to calendar meetings, develop various reports and tracking tools, and organize client information.  You?ll free up a significant amount of the Financial Advisor?s time to focus on their business.

Proactivity is your middle name: Showing initiative to take on new tasks, learn new tools, offer to jump in wherever necessary is key to success in this role.  You?ll have to quickly learn the financial services business in a crash course called ?on-the-job? training.

You?re a master at organizing and prioritizing:  You consider your organizational skills and the ability to help the people you support become more efficient to be one of your greatest traits. You?ll have a lot of responsibility through managing the communications, calendar, meetings, and activities. You?ll be the coordinator on almost everything that happens in the office. The Financial Advisor will see you as an extension of themselves. You?ll be the focal point in making sure nothing falls through the cracks.

Our Commitment to you:  We view our people as our greatest asset. Your professional development is one measure of our success.  You will have the opportunity to grow within our firm at your own pace with access to ongoing training and development in the area of financial services.  Based on demonstrated performance, opportunities for advancement will be made available.