Financial Voyages, LLC is seeking to fill a full-time position on our administrative team, supporting a team of seven advisors. Under the general guidance of the advisors and office manager with direct supervision by the operations manager, providing service and support to over 1,000 clients within an interdependent team framework. Gathering, reviewing, and compiling client data for annual reviews is a fundamental part of this position. Other duties include, but are not limited to:
- Maintaining CRM database of client and vendor information
- Assist with client inquiries using independent research skills
- Maintaining forms and spreadsheets shared by all team members
- Cross training on other tasks within the administrative team
- Performing other responsibilities and duties as assigned
- Communication skills are essential, also basic computer skills with the capacity to learn new software. Ability to exhibit a resourceful attitude towards problem solving.
We offer competitive wages as well as health insurance, matching 401k (after six months of service), potential annual bonus and a hybrid in-office/work from home option after initial training period. A background check is required, and employment is contingent upon a satisfactory result. Drug testing may be required.
This position has the potential to evolve into a more advanced role within the company.
Educational Requirements:
- College degree in business, finance, or a related field of study preferred
- Minimum of two years financial services or banking industry experience
- Series 7 license and other certifications beneficial but not required
Additional Compensation:
- Potential Bonuses
- Paid Time Off
- Health/Dental/Vision insurance
- STD/LTD insurance
- Retirement plan
Company Culture:
- Team-oriented -- cooperative and collaborative
- People-oriented -- supportive and fairness-focused
- Stable -- traditional, stable, strong processes
Schedule:
- Monday to Friday
- No weekends
Job Type: Full-time
Pay: $30.00 - $32.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
