Office Administrative Assistant - Registered Investment Advisor
Avant Capital, LLC
Job Description
Job Description
We are a Registered Investment Advisory firm seeking a Customer Service and Office Administrative assistant to work in our Lafayette, LA, River Ranch location. 2-5 years experience in the Financial Services Industry is preferred. The candidate must enjoy working in an office setting, have a cheerful disposition for telephone and in-person client communications, be experienced in basic office administration, possess basic computer skills (Word, Excel, Adobe), and be punctual and reliable. Any experience working in a CRM (Redtail or similar), knowledge of Compliance and Financial Services Industry laws, and a basic understanding of Investment types and related service work would be impressive and helpful attributes that influence pay.
If applying, please provide a Resume and understand that a background check is required for this position. The position will begin as a temporary position with a review in 6 months. The intention is for this to become a permanent position within a year once we discover the right candidate. Thank you for your interest.
\nCompany DescriptionWe are a Registered Investment Advisor located in Lafayette, LA.
Company Description
We are a Registered Investment Advisor located in Lafayette, LA.
$100k
...comprehensive wealth management and investment products and services for... ...guidance.Merrill’s Financial Advisors and Wealth Management Client... ...is committed to an in-office culture that supports collaboration... ...mortgage originations must register with the federal registry system...SuggestedFull timeWork at officeDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...Protection · Education Funding · Investment & Advisory Services · Trust... ...vision and goals like opening an office, joining a sophisticated team... ...Brokerage Services), a registered investment adviser, broker-dealer...SuggestedFull timeContract workFor contractorsWork at office- ...The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative... ...ethics. Operational efficiency Assist in conducting and/or participating in meetings... ...Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite...SuggestedFull timeTemporary workWork at office
- ...Job Title Responsible for accurately registering patients in EMR including validating patient... ...and anticipated charges so as to assist patients in their understanding their liability... ...desk role or a graduate of a front office/medical office program. Bachelor's degree...Suggested
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- ...Charter Schools USA is seeking an Administrative Assistant in Lafayette, Louisiana, to ensure the school's office operates efficiently. This role involves scheduling, document preparation, and assisting with school operations to provide an inspiring educational environment...Work at office
- ...Medical Office Coordinator Essential Functions: Provide excellent customer service by promptly scheduling patients with the appropriate... ...information from the patient. Utilizes templates, scheduling assistant, protocol, and physician rotation to schedule patient appointments...Work at office
- ...Description: Responsible for accurately registering patients in EMR including validating patient... ...and anticipated charges so as to assist patients in their understanding their liability... ...desk role or a graduate of a front office/medical office program. Bachelor\'s degree...
- ...Salesforce cases to team members and monitor progress. Act as an escalation point for complex file build and deployment issues. Assist the Deployment team with troubleshooting terminals when required. Create and maintain Confluence pages for new devices,...Remote workMonday to Friday
- ...you will support FEMA Public Assistance and other disaster recovery programs... .... Proficiency with Microsoft Office Suite, including Excel, Word,... ...Professional Engineer (PE), Registered Architect (RA), Licensed... ...Specialist, Policy Advisor, or similar disaster recovery...Permanent employmentContract workFor contractorsFor subcontractorWork at officeRemote workWorldwideFlexible hoursAfternoon shift
- ...while balancing operational needs and security requirements. Assist with vulnerability management, system hardening, and security... ...experience in information security, IT security, systems, network administration, or a related field. Familiarity with security tools, log...Visa sponsorship
- ...SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful,... ...Horizon code of ethics. Operational efficiency Assist in conducting and/or participating in... ...Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite,...Temporary workWork at office
- ...posting. The Relationship Banker is a trusted advisor who engages clients in meaningful,... ...code of ethics. Operational efficiency Assist in conducting and/or participating in meetings... ...Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite,...Temporary workWork at office
$60k - $95k
JOB TITLE: Fund Accountant & Asset Manager ABOUT VINE INVESTMENT PARTNERS Vine Investment Partners is a tax credit fund manager based in... ...Accountant & Asset Manager to join our team. This is a full‑time, in‑office position focused on accounting and fund reporting, with...Full timeWork at officeFlexible hours- ...Scheduler supports the Project Controls team in developing, maintaining, and monitoring construction project schedules. This role assists with schedule updates, progress tracking, reporting, and analysis to help keep projects aligned with contractual milestones and project...
$80k - $120k
...foundational expertise in financial planning, investment management, and client relationship... ...with new clients as their trusted advisor • Develop and provide financial advice and... ...desired • Computer proficiency including MS Office, Google Suite, CRM systems, and...- ...families achieve their financial dreams. As an Entry-Level Financial Advisor, you'll join a team with over 180 years of history in... ...• Educate clients on the benefits of various insurance and investment products, empowering them to make informed decisions. • Track...
- ...and develops appropriate marketing plan to sell insurance and investment solutions. Travels throughout market(s) to prospect and network... ...life and health license for the state in which your Agency Office is located; or (b) passed the life and health examination for the...Work at officeLocal area
$50k
...clients and 20,000 financial advisors across the U.S. and Canada, we... ...by branch associates, a home-office team and other regional... ...S. and Canada than any other investment firm, serving over eight million... ...eligible for the firm's Employee Assistance Program. For more information...Work at officeWork from homeHome officeFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...Waverly Advisors’ primary goal is to serve our clients, one another... ...beyond just managing our clients’ investments, offering truly in-depth... ...our team in our Lafayette, IN office. The Financial Planner is an... ...future. This role regularly assists in the development and delivery...Work at officeLocal area
$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit... ...approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Job Description We are a Registered Investment Advisory firm interviewing... ...the position of a Financial Advisor Assistant at our Lafayette, LA... ...assistance, Client Service, Administrative Operations, and Advisor Compliance... ...are the following: - Office administrative experience...Work at office
- ...conducts studies, and develops creative approaches to improve the systems. # Analyzes very complex financial statements for assigned offices to determine the operating efficiency and effectiveness. Identifies key issues and areas of special concern and develops creative...Full time
- ...Must be proficient in MS Office suite products, able to send professional emails, organized, and task list oriented. The position is located in Saint Martinville LA. It will be approximately 25-30 hrs per week to start but can transition to Full time. On the job training...Full time
$63.7k - $139.3k
...is located in our Lafayette, LA, Durham, NC, or Knoxville, TN office; however, a hybrid working model is acceptable. Your future... ...Paid parental leave . Learning opportunities and tuition assistance . Wellness and Well being programs #CGIFederalJob #LI...Work at officeLocal area$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual‑ Lafayette is a unique opportunity to start a business where... ...strategies, providing guidance on insurance and investment products, and assisting with retirement planning. The role also involves maintaining...Full time$43.89k - $150k
...applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera... ...Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers... ...Account Life Insurance Employee Assistance Program Equal Opportunity Employer/including...Full timeTemporary workLocal areaFlexible hours- Overview Financial Advisor Training Class Your Gateway to Financial Advisory Excellence... ...LA or being willing to relocate to LA). Investment: Comprehensive Career Development... ...communication skills. Proficiency in MS Office and financial management software. Previous...Live inRelocationVisa sponsorship
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