Administrative Assistant

Administrative AssistantThe Administrative Assistant works with a team of operations professionals to support the clients and Wealth Advisors of the Crossroads Financial Group. The focus of this role is to provide welcoming, professional client service in the front office. Directing phone calls, greeting clients, and facilitating an organized office are key responsibilities. This position reports to and is employed by Crossroads Financial Group. This position is part time, Monday – Friday 8:30 a.m. to 2:30 p.m. Compensation is 22-25/hour depending on experience. Benefits include: PTO, disability, health insurance, life insurance, 401k, and bonus plan.Position Roles/Responsibilities/AccountabilitiesDirect incoming phone calls, answer basic client questions, and schedule meetingsGreet clients in the front officeSend investment updates and other client communicationsRun weekly reportsMaintain office, supplies, and breakroomKeep client relationship management system (Redtail) updatedPlan and carry out team eventsOther responsibilities as assignedPosition QualificationsExcellent interpersonal skillsStrong attention to detail and organization skillsAbility to handle multiple tasks and maintain high quality work while experiencing frequent interruptionsStrong computer aptitude and knowledge of business tools (e.g., Docusign, Microsoft Word, Excel) or ability to learnAbility to maintain integrity of sensitive/confidential information