Financial Administrative Assistant

Vaco; Columbus (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

Vaco by Highspring in Columbus, OH is seeking an administrative assistant to support a financial planner. You will prepare documents for client meetings, create client presentations, and maintain client files.

Responsibilities include letters to clients, calendar management, new business processing, and general support for the financial planner within a collaborative team.

Responsibilities

• Preparation of documents for client meetings
• Client presentations
• Client file maintenance
• Letters to clients
• Calendar management
• New business processing
• General support for the financial planner

Job description

Job Responsibilities

• Preparation of documents for client meetings
• Client presentations
• Client file maintenance
• Letters to clients
• Calendar management
• New business processing
• General support for the financial planner

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.