Administrative Assistant - Financial Services

Job DescriptionJob Description

Administrative Assistant - Financial Services

The following information provides an overview of the skills, qualities, and qualifications needed for this role.

Role Summary

We are seeking a detail-oriented, proactive Administrative Assistant to join our team. You will be the "nerve center" of our office, ensuring that our financial advisors are prepared, our records are audit-ready, and our clients receive a white-glove experience from the moment they walk in or call.

Key Responsibilities

• Client Relations: Serve as the first point of contact; greet clients, manage incoming calls, and schedule appointments with a high degree of professionalism.
• Document Management: Prepare and process financial documents, including new account applications, transfers, and compliance-related paperwork.
• Calendar & Meeting Prep: Coordinate advisor calendars and ensure all necessary client reports and presentation materials are ready prior to meetings.
• Database Maintenance: Maintain and update our CRM (Client Relationship Management) system with high accuracy to ensure data integrity.
• Compliance Support: Assist in maintaining organized digital and physical files in accordance with industry regulations (SEC/FINRA).
• Office Operations: Manage office supplies, coordinate mailings, and assist with special projects or client events as needed.

Qualifications & Skills

• Experience: 2+ years of administrative experience, preferably in financial services, banking, or legal environments.
• Tech Savvy: Proficiency in Microsoft Office 365 (Word, Excel, Outlook) and experience with CRM software (e.g., Redtail, Salesforce, or Wealthbox).
• Attention to Detail: Ability to spot a missing signature or a typo from a mile away; accuracy is non-negotiable in finance.
• Communication: Exceptional verbal and written communication skills with a focus on "client-first" service.
• Integrity: Absolute discretion when handling sensitive personal and financial information.
• Education: High School Diploma required; Associates or Bachelors degree preferred.

Why Join Us?

• Benefits: Health/Dental/Vision insurance
• Professional Growth: Support for industry certifications (e.g., Series 7 or 66) if desired.
• Work Environment: A collaborative, professional, and supportive team culture.

Company DescriptionPrideStaff wants you to Succeed! We have dedicated consultants that provide employment market insights and resources! We offer the support you need along the way. Over the years, we have helped tens of thousands of people find outstanding career growth opportunities. At PrideStaff, we truly value people, and we are dedicated to getting to know you and advocating on your behalf with our network of employers from across the country. Our Recruiters will help guide you with career tools and resources.Company DescriptionPrideStaff wants you to Succeed! We have dedicated consultants that provide employment market insights and resources! We offer the support you need along the way. Over the years, we have helped tens of thousands of people find outstanding career growth opportunities. At PrideStaff, we truly value people, and we are dedicated to getting to know you and advocating on your behalf with our network of employers from across the country. xhqgsiq Our Recruiters will help guide you with career tools and resources.