About Us
Cetera Wealth Partners is a trusted financial advisory firm dedicated to helping clients secure their financial futures. We pride ourselves on delivering exceptional service, personalized wealth management, and a welcoming environment. We are looking for an organized, professional, and friendly Administrative Assistant/Client Service Representative to join our team and keep our office running smoothly.
Job Summary
We are seeking a detail-oriented Administrative Assistant to manage day-to-day office operations and serve as the first point of contact for our clients. In this role, you will handle phone communications, create and organize necessary documents, assist with client meeting preparation, manage calendars, and support our financial advisors with essential administrative tasks. If you are looking for a rewarding office role with a fantastic work-life balance and flexible hours, we want to hear from you.
Responsibilities
- Manage front desk duties including greeting visitors, answering multi-line phone systems, and providing excellent customer service with professional phone etiquette.
- Coordinate calendar management and schedule appointments using productivity software and Google Workspace tools.
- Perform data entry, maintain accurate filing systems, and update spreadsheets to support office operations.
- Handle correspondence through word processing, proofreading documents, and managing client communication efficiently.
- Oversee office supplies inventory, place orders as needed, and ensure the office environment remains organized and welcoming.
- Assist with bookkeeping tasks to support financial record keeping.
- Support team members with administrative tasks such as copying, scanning, faxing, and managing email correspondence.
Qualifications & Skills
- Excellent verbal and written communication skills with a professional telephone manner.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook), Adobe, and willingness to learn financial CRM software.
- Strong organizational skills, high attention to detail, and a welcoming, client-focused attitude.
- High School Diploma or equivalent required.
Pay: From $19.00 per hour
Application Question(s):
- This position is contingent upon the successful completion of a background check paid for by the company. Are you willing to complete this process?
Education:
- High school or equivalent (Required)
Experience:
- Office: 5 years (Preferred)
Work Location: In person
