Financial Advisor and or Administrative Assistant

Pay: $20 - $25.00 per hour + Bonus: Job Description – for Licensed Administrative Assistant or not limited pay for a Series 7 Licensed Financial Advisor with own book and knowledge looking to relocate to a nice office in Cocoa Beach, Florida Department(s): Business Management / Administration Status: Full or Part Time Reports To: Financial Advisor and Home Office. Summary of Essential Duties The Administrative Assistant or Financial Advisor provides direct administrative support to the firm and manages all general administrative processes and procedures in a great office environment with a strong firm. The Administrative Assistant or Financial Advisor is the first point of contact with clients, coordinating client appointments and delivering an exceptional client experience; and or a Financial Advisor looking to relocate to Cocoa Beach Florida in a super nice office. Outcome: successful Administrative Assistant or Financial Advisor will obtain a greater understanding of the Financial Services Industry from one of the team who has 30 years experience in the Insurance, Banking and Wire Houses that includes the stock and bond markets· Must be outgoing, take initiative, and like to talk to clients/people in person and on the phone without hesitation· Efficiently / Accurately complete administrative tasks and help run the office to allow advisor to focus on current wealth strategies that help clients reach their financial goals· Increase operational efficiency and improve administrative procedures; minimize scheduling conflicts· Maintain high levels of client satisfaction and build relationships within the firm. Client Responsibilities· Answer phones, route calls, and take/distribute messages· Schedule, calendar and manage tasks and activities in CRM with team members’ Microsoft Outlook calendars· Manage incoming and outgoing communications (telephone, email and faxes)· Provide general office support (photocopying, faxing, filing, office errands, creating documents, Docusign, etc.).· Review, sort and distribute incoming mail· Greet clients with enthusiasm· Coordinate travel arrangements and expense reports· Complete office opening and closing procedures· Maintain all office machines, renew any contracts and learn how to use all equipment and software· Order and maintain office supplies (including firm collateral, information packages, general office supplies, postage supplies, etc.)· Maintain overall cleanliness of office· Manage client touches that includes scheduling meetings and or paperwork updates.· Handle scheduling for any related non-client related processes (i.e. performance reviews, interviews, team outings, etc.)· Complete operations / client service tasks as requested and train to be competent in all areas over time· Update processes/procedures related to the Administrative Assistant position or Financial Advisor· Complete back-up duties, requests and additional projects as assigned. Knowledge, Skills, & Attributes· Financial Services experience preferred· Comfortable working with industry related software (Redtail, preferred)· Computer skills, including advanced knowledge of Microsoft Office, Excel, and PowerPoint· Math and analytical skills, excellent oral, written and interpersonal communication skills· Professional appearance and demeanor· Impeccable ability to maintain confidentiality and integrity· Effective follow-up skills and ability to meet deadlines without prompting· Flawless attention to detail and accuracy required· Energetic, self-motivated with the ability to work well independently and under direction· Comfort with being a “team player” and doing whatever is needed, big or small. Job Type: Full or Part-time :Paid time off Schedule: *6-8 hour shift *No weekends unless desired by applicant. Application Question(s):Are you an outgoing and inquisitive individual with strong communication skills? Ability to Commute: Cocoa Beach, Florida (Required)Ability to Relocate: Cocoa Beach, Florida 32931: Relocate before starting work (Required)Work Location: In person

Job Types: Full-time, Part-time

Pay: $20.00 - $25.00 per hour

Expected hours: 20 – 40 per week

Benefits:
• Flexible schedule
• Paid time off

Ability to Commute:
• Cocoa Beach, FL 32931 (Required)

Ability to Relocate:
• Cocoa Beach, FL 32931: Relocate before starting work (Required)

Work Location: In person