Part-time wealth management administrative assistant

Part-time wealth management administrative assistant

10 Oct 2024
Montana, Billings, 59101 Billings USA

Part-time wealth management administrative assistant

Join Our Team as a Part-Time Administrative Assistant!

Are you detail-oriented, organized, and ready to support a leading Registered Investment Advisor from the comfort of your own home? We’re looking for a dedicated Part-Time Administrative Assistant to join our dynamic team!

About Us:

We are a trusted investment advisory firm committed to providing our clients with exceptional financial guidance and personalized service. As we continue to grow, we need a meticulous administrative professional who shares our passion for excellence.

Key Responsibilities:

- Assist with the client onboarding process and documentation.

- Maintain accurate and organized records.

- Prepare and proofread reports, presentations, and other materials.

- Handle client inquiries with professionalism and a positive attitude.

- Understand and manage the compliance and regulatory process.

Required Qualifications:

1. Experience:

- 3 years of proven experience in an administrative role in the investment advisory industry. Please do not apply if you do not meet this requirement.

- Familiarity with investment advisory practices and client management processes.

2. Technical Skills:

- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

- Comfortable using virtual communication tools (e.g., Zoom, Slack, Microsoft Teams).

3. Attention to Detail:

- Exceptional attention to detail and a commitment to accuracy in all tasks, including document preparation and data entry.

4. Organizational Skills:

- Strong organizational skills with the ability to manage multiple tasks effectively and meet deadlines.

5. Communication Skills:

- Excellent written and verbal communication skills to interact professionally with clients and team members.

6. Self-Motivation:

- Ability to work independently and stay organized in a remote work environment.

Personal Attributes:

- Strong problem-solving skills and the ability to adapt to changing priorities.

- Integrity and a commitment to confidentiality, especially regarding sensitive client information.

These qualifications will help ensure that applicants can effectively support the investment advisor and contribute to a high level of service for clients.

Why Join Us?

- Flexible part-time hours to fit your lifestyle.

- Remote work environment with a supportive team.

- Competitive compensation based on experience.

If you're ready to make a difference and support our mission of delivering outstanding service to our investment advisory clients, we want to hear from you! Send your resume and a brief cover letter detailing your relevant experience to ben@reppondinvestments.com.

Apply Now and Help Us Shape Financial Futures!

Ben Reppond

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