Administrative Assistant

Job Description

Job Description

Administrative Assistant

Financial services firm seeks organized, detail-oriented assistant with computer skills to provide exceptional customer service.

Who we are

We are a service-oriented financial services practice providing an array of services, including investment management, financial planning, insurance, and retirement planning services. Our office is located in Moon Township and provides a comfortable, professional work environment. Our office culture is friendly and relaxed without sacrificing the quality of our results. As an independent financial advisory practice, we value independence and maintain the highest professional standards.

Responsibilities

Interact daily on the phone and in-person with prospective and existing clients

Process and follow up on client documentation for proper maintenance of accounts

Prepare letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients

Assist Financial Advisors with marketing efforts.

Generate reports, such as position statements, for client meetings

Handle customer service and client needs

Update client relationship management (CRM) software

File and upload documents for compliance and internal records

Anticipate advisor needs and handle them proactively

Scheduling of client meetings

Qualifications

3 years of administrative experience (2 years of financial services industry experience required)

Must be able to handle multiple projects simultaneously and operate successfully under deadlines

Must be proficient with Microsoft Office (e.g., Word, Excel, Outlook)

Ability to analyze and research client account information

Operation of standard office equipment and required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

Securities license and/or PA Insurance license are a plus but not required

Benefits

Health, Dental & Vision Insurance

401(k) Profit Sharing Plan

Flexible Schedule

Required education

High school or equivalent

College degree preferred, but not required

Job Types: Full-time, Part-time

Benefits:

401(k)

401(k) matching

Dental insurance

Flexible schedule

Health insurance

Paid time off

Professional development assistance

Retirement plan

Vision insurance

Work Location: In person

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\rWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\rOur Services\rW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\rWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\rWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\rOur Expertise\rW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\rAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.