Administrative Assistant

Cornerstone Wealth Management, NV; Henderson (NV); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Full medical and dental benefits

Generous retirement plan

All Holidays off

Job summary

Cornerstone Wealth Management in Henderson, NV is seeking a friendly, highly organized receptionist/office assistant who will greet clients, manage calls, and support tax and planning teams. You will handle calendar management, data entry, simple print projects, and CRM updates, while delivering exceptional customer service and a positive WOW client experience.

Ideal candidates bring strong written and verbal communication, excellent organizational skills, and the ability to work independently

Qualifications

• Ability to work independently, good time management and critical thinking
• Excellent written and oral communications
• Superior client relations skills
• Proficiency in Microsoft Office Suite
• Ability to handle in-bound calls with ease and confidence
• Excellent organizational skills
• Ability to work independently with high-level productivity
• Willingness to learn new programs.

Responsibilities

• Greet guests and clients, offer refreshments, give a wow client experience to our tax clients.
• Answer phones, check for and take messages, connect and field incoming calls for the tax team.
• Confirm appointments by phone and email each day and maintain the needs of the tax team.
• Listen to and understand client needs, respond promptly on behalf of team members through phone calls, emails and mail.
• Assist with meals for leadership, arrange team and client lunches.
• Assist in creating professional communications and event materials in Word, PowerPoint and our CRM system.
• Follow-up with tax prospects and clients to confirm meeting details, that they received information, and to request completed questionnaires.
• Assist with preparation of tax planning for clients throughout the year.
• Review and proof tax materials, letters and communication pieces.
• Research, input and organize prospect data in CRM system and provide executive summary of findings.
• Organizes incoming and outgoing mail and faxes.
• Understanding of basic tax discussions to help the tax planning team.
• Assists tax planning team with phone calls and tax filings.

Skills

Time management

Written and oral communications

Client relations

Microsoft Office Suite

Inbound call handling

Organizational skills

Independent work

Willingness to learn

Tools

CRM system

Microsoft Office

Job description

Are you a caring and energetic individual with attention to detail that loves customer service and creating a \"wow\" factor? Do you enjoy interacting with people and have a great sense of humor? Would you enjoy working for a growing, prestigious company in a fun, team environment?

At Cornerstone Wealth Management, we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. This person will be the warm welcome for all our clients and prospects. We desire an experienced, patient, organized and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationship with our growing team.

Our candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant must have a strong capacity to handle varying work tasks including hospitality for events and in-office, phone calls, providing exemplary customer service to tax clients and prospects, calendar management, managing simple print projects, data entry and scanning, research projects, critical thinking skills and detailed oriented.

Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervision.

We are a full-service Financial and Tax Planning firm specializing in those near or in retirement. Our team is comprised of advisors, tax specialists, marketers and client relation specialists. We thrive on success and reward hard work.

Serious applicants only please. We are looking for a long-term fit.

• A detailed cover letter identifying why this position may be a fit for you, as well as identifying why your experience and approach make you most eligible.
• A resume.
• Three references with contact information.

Commitment: 40 hours per week, 8 a.m.-5 p.m.

Compensation: Starting salary range is $55-65K, plus full medical and dental benefits and a generous retirement benefit plan. All Holidays off.

Skills & Experience Required:

• Ability to work independently, good time management and critical thinking
• Excellent written and oral communications
• Superior client relations skills
• Proficiency in Microsoft Office Suite
• Ability to handle in-bound calls with ease and confidence
• Excellent organizational skills
• Ability to work independently with high-level productivity
• Willingness to learn new programs.

Duties & Responsibilities

Clients & Team Support

• Greet guests and clients, offer refreshments, give a \"wow\" client experience to our tax clients.
• Answer phones, check for & take messages, connect and field incoming calls for the tax team.
• Confirm appointments by phone and email each day and maintain the needs of the tax team
• Listen to and understand client needs, respond in a prompt and professional fashion on behalf of team members through phone calls, emails and mail.
• Assist with meals for leadership, get orders and pick up team and client lunches.

Marketing & Communications Support

• Assist in creating professional communications and event materials on behalf of leadership in Word, PowerPoint and our CRM system.
• Follow-up with tax prospects and clients to confirm meeting details, that they received information, and to request completed questionnaires.
• Assist with preparation of tax planning for clients throughout the year
• Review and proof tax materials, letters and communication pieces.
• Research, input and organize prospect data in CRM system and provide executive summary of findings.

Office Support

• Organizes incoming and outgoing mail and faxes.
• Understanding of basic tax discussions to help the tax planning team desired
• Assists tax planning team with phone calls and tax filings.