We currently have an opportunity for an Office Administrator to join our Retirement and Private Wealth team in Roanoke, VA. In addition, this person will also serve as the Office Manager.
The selected individual will be responsible for assisting our Investment Advisors in providing excellent service to our clients in all phases of the financial planning and investment business. This candidate will also help with the management of the Office building which the firm owns.
Preferred:
- Experience with Redtail, Advyzon, and Charles Schwab or Pershing.
- Experience in the completion of applications or forms specific to the financial industry.
- Financial and/or office administration experience.
The Perks
- Annual bonus opportunities.
- Paid Time Off (PTO) and observed holidays.
- 401(k) plan with match starting after a certain time period.
Job Type: Part-time
Pay: $18.00 - $22.00 per hour
Benefits:
Education:
Experience:
- Microsoft Office: 3 years (Preferred)
- Administrative experience: 3 years (Preferred)
- Quickbooks: 1 year (Preferred)
Work Location: In person
