Wealth Management Admin Assistant & CRM Pro

TalentLink Solutions; Saint Joseph (MO); On-site; USD 35,000 - 50,000; Full time

Job summary

A boutique financial services firm in St. Joseph, MO, is seeking an Administrative Assistant. This role involves client interaction, office operations, and ensuring smooth communication. The ideal candidate is organized, technology-savvy, and has at least 1-3 years of experience in a professional setting. They will manage client appointment scheduling, maintain records in the CRM system, and assist with marketing initiatives. The position offers full-time employment in a supportive team environment.

Qualifications

• 1-3 years of experience as a receptionist, executive assistant, or administrative assistant.
• Exceptional communication skills both written and verbal.
• Strong proficiency in technology and CRM usage.

Responsibilities

• Greet and welcome clients in a professional manner.
• Schedule and confirm appointments for multiple individuals.
• Maintain accurate client records in the CRM system.

Skills

Organizational skills

Communication skills

Proficiency in Microsoft Office Suite

Proficiency in CRM software

Attention to detail

Education

High School Diploma or GED

Bachelor’s degree in business administration, finance or related field

Tools

Microsoft Office Suite

Redtail

NetX360

Albridge

Job description

A boutique financial services firm in St. Joseph, MO, is seeking an Administrative Assistant. This role involves client interaction, office operations, and ensuring smooth communication. The ideal candidate is organized, technology-savvy, and has at least 1-3 years of experience in a professional setting. They will manage client appointment scheduling, maintain records in the CRM system, and assist with marketing initiatives. The position offers full-time employment in a supportive team environment.