Administrative Assistant

Advisor Talent Solutions; Saint Charles (MO); In loco; USD 50.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Vision insurance

Simple IRA

PTO

Descrizione del lavoro

Advisor Talent Solutions, a wealth management firm in St. Charles, MO, is seeking an Administrative Assistant to support daily operations and deliver exceptional client experiences.

The role is the first point of contact for clients and requires a warm, professional demeanor and a proactive, organized approach. You will manage calendars for seven advisors, maintain CRM data, and handle mail, office supplies, and routine correspondence.

Competenze

• 1+ years of experience in a professional office and fast-paced environment.
• Demonstrates strong proficiency across platforms and operating systems.
• Exceptional organizational skills with the ability to manage multiple requests and prioritize time-sensitive tasks.
• Meticulous attention to detail and a commitment to accuracy.
• Ability to build trust-based relationships with clients through attentive, personalized service.

Mansioni

• Welcome clients and visitors with professionalism and warmth.
• Answer and direct incoming phone calls.
• Calendar management using Calendly; schedule for 7 advisors.
• Maintain the firm’s CRM data entry and database management.
• Prepare appointment letters and packets; coordinate mailings and deliveries.
• Order office supplies and manage stationery needs.
• Support special projects and operational initiatives.

Conoscenze

Client service

Organizational skills

Time management

Communication

Independent worker

Team player

Strumenti

CRM software

Calendly

JX

Descrizione del lavoro

As a growing and client-focused wealth management firm based in St. Charles, MO, we provide comprehensive financial planning, investment management, and insurance solutions to individuals and families. We are seeking an Administrative Assistant to join our team and play a key role in supporting daily operations and delivering an exceptional client experience.

In this role, you’re the first smiling face clients to see when they walk through our doors and the reassuring voice they hear when they call. The Administrative Assistant plays a vital role in creating the warm, professional atmosphere that defines our firm. Working alongside a collaborative team, you'll keep our office running smoothly while ensuring every client, guest, and teammate experiences white-glove service.

What You’ll Do:

• Welcome clients and visitors with professionalism and warmth
• Answer and direct incoming phone calls
• Offer beverages and hospitality to clients and guests
• Calendly appointment management on calendars
• Maintain the firm’s CRM system through accurate data entry and database management
• Set appointments and maintain calendars for 7 advisors
• Prepare and send appointment confirmation letters and packets
• Responsible for ordering office supplies – including letterhead, envelopes, and business cards
• Receive, sort, and distribute incoming and outgoing mail and deliveries
• Process outgoing mail and packages
• Send birthday emails to clients
• Scan Annuity annual statements that come in the mail
• Scan all Annuity transaction confirmations into JX for all advisors
• Assist with filing, copying or scanning as needed by the Team
• Support special projects and operational initiatives as needed

What We’re Looking For:

• 1+ years of experience working in a professional office and fast-paced environment
• Demonstrates strong proficiency and confidence working across various platforms and operating systems
• Possesses exceptional organizational skills, efficiently handling multiple requests while prioritizing time-sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Collaborative team player willing to assist others
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

What You’ll Get:

• $50k - $60k/year based on experience + discretionary bonus
• Health insurance
• Vision insurance
• Simple IRA
• PTO

Schedule:

• In office: Monday - Friday, 9am-5pm