Wells Capital Group is growing! We are looking for a talented assistant to help us grow. We are looking for a sharp, intuitive, energetic, and flexible person to take responsibility of daily office tasks. A background in wealth management is a plus but not required.
The candidate must possess strong people and organizational skills, as well as computer and technology skills. They must be professional in client engagements and on the phone. This person loves making all of the pieces to the puzzle fit together. The candidate should be able to balance multiple tasks at once and not allow things to fall through the cracks. The candidate works directly with the Director of Client Relations and Executive Assistant to Owner.
Responsibilities :
· Assists in managing appointments for advisors. Scheduling and confirming appointments.
· Scan and copy statements, documents, correspondence.
· Answer phone calls.
· Maintain client files and notes. Prepare meeting files.
· Update and manage client management system.
· Maintain calendar and schedule.
· Upload and organize paperwork for processing.
· Assist in marketing efforts 2-4 times a month.
Requirements:
· Minimum 4 years in scheduling, and administrative experience
· Minimum 4 years in experience of providing support in a fast-paced environment
· Immediate availability, responsiveness, and a proactive mindset
· Proficiency in Microsoft Office: Word, Excel, PowerPoint, Publisher
· Strong writing and verbal communication skills
· Knowledge of Social Media Websites
· Ability to work in a team environment with a diverse group
Job Type: Full-time
Pay: From $18.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Education:
Experience:
- Microsoft Excel: 1 year (Preferred)
- Administrative: 5 years (Preferred)
Work Location: In person
