Full Time Receptionist / Office Assistant

Job Description

Job Description

Harris & Company Wealth Management is seeking an experienced administrative assistant to join our office and help service our client base in the North Haven CT area.

This position provides administrative and operational support to four advisors in a busy financial planning office.  The ideal candidate is someone who has experience in the financial planning industry. Knowledge of and experience with investment products and terminology is highly desired.

We are seeking someone who is ambitious, positive, mature and trustworthy.  Attention to detail and the ability to prioritize responsibilities based on urgency is required. You must be able to learn quickly and be comfortable with change. Proficiency with multi-line phone systems, Windows based computer systems, Microsoft Office Suite and CRM applications is highly desirable. Our clients are used to a friendly, positive atmosphere when they deal with our office so we are looking for someone who is comfortable expressing that at all times.

This is a front-end position handling the reception desk, answering all incoming calls and welcoming clients for appointments. This position also involves assisting the advisor team in many areas of our financial planning practice including preparing new account and service forms, providing customer service both in person, over the phone and in email, facilitating and resolving client service requests, scheduling client meetings and events, generating and mailing correspondence, and completing other administrative and research tasks as assigned.

All applicants must pass a criminal and credit background check, as well as fingerprinting, as required by law for a position within a financial services office.

The advisors at Harris & Company Wealth Management are committed to helping their clients achieve their financial goals and providing growth opportunities to its employees. Harris & Company encourages a culture of positive attitudes, a friendly work environment, and functional and efficient teamwork.

Please no recruiters or personnel services.

Wealth management practice with four advisors who have been in the industry for more than 25 years.

Company Description

Wealth management practice with four advisors who have been in the industry for more than 25 years.