AMVETS Jobs

Job Title: Administrative Assistant, Financial Services

Located: Longview, WA

Job Description:

Financial Strategies in Longview, WA is looking for an Administrative Assistant to support their growing financial planning and wealth management team.  Responsible for a variety of administrative and clerical tasks. Responsibilities in this role include operational administrative processing related to the financial service industry, providing professional friendly support to the advisors, clients, and assisting in daily office needs. The ideal candidate for this role is reliable, resourceful, a deductive problem solver, organized and has acute attention to detail.

Essential Duties and Responsibilities:

Duties include but are not limited to:

• Prepare and process new account paperwork for advisors
• Prepare any additional follow up forms for clients per advisor's requests
• Send documents via e-signature to clients
• Create, edit, reset, and delete account view profiles for clients
• Manage and handle advisor notifications
• Setup meetings and maintain calendars
• Follow through with all paperwork to ensure it is in good order
• Mail agreements, brochures, and other client account paperwork to clients
• Research and resolve account issues or miscellaneous questions for clients and advisors
• Maintain files and prepare correspondence and documents for advisors and clients
• Warmly greet and assist clients prior to meetings

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Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Strong technology/computer aptitude
• Familiarity with Microsoft Office applications
• Identifies and resolves problems in a timely manner
• Intuitive and resourceful to gather, analyze and resolve complicated issues
• Responds promptly and accurately to client questions and needs
• Meets commitments and maintains confidentiality
• Exhibits sound and accurate judgment
• Demonstrates accuracy and thoroughness
• Monitors own work to ensure quality
• Strong attention to detail
• Strong time managements skills
• Develop and maintain positive relationships with internal and external clients
• Contributes to building a positive team culture
• Thrives in a fast-paced environment

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Education and/or Experience:

Associate Degree or above in Business, Finance, Economics, Administration, or equivalent related experience and/or training not required, but highly desired.  Knowledge of investments, financial operations, insurance, and trusts are a plus.

About Financial Strategies:

Financial Strategies is a financial planning and wealth management firm located in Longview, WA.  We help simplify the process of preparing clients for the future. Whether their goal is preparing for retirement, planning for the efficient transfer of their estate, or just determining where they are at today in relationship to achieving financial goals, Financial Strategies is here to help.

https://www.financialstrategiesnw.com