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Part-Time Administrative Assistant

Company: Stratos Wealth Partners
Location: Columbus
Posted on: November 22, 2021

Job Description:

Stratos Wealth Partners- Part-Time Administrative AssistantColumbus, OH JOB SUMMARY/DESCRIPTIONStratos Wealth Partners takes a collaborative approach to financial planning with a focus on communication and education with our clients. Our customized financial planning and innovative investment strategies offer wealth preservation while addressing current income needs.We are seeking an experienced Administrative Assistant who has a strong attention to detail, enthusiasm, diligence, professionalism, and a team player who can help us exceed client expectations through smarter strategies, more rigorous processes, and reliable, repeatable success that builds long lasting successful relationships.The ideal candidate for this role will be enthusiastic, organized, a team player and possess a high attention to detail. The position, based in downtown Columbus, Ohio, is a part-time position with the following schedule:Monday-Friday 9:00am to 2:00pmRESPONSIBILITIES FOR THIS POSITION INCLUDE, BUT ARE NOT LIMITED TO:

  • Answer, screen and route phone calls for advisors, assist clients directly or take messages as appropriate
  • Professionally greet and assist visitors; help to ensure that all clients are made to feel welcome
  • Open, screen, and distribute incoming mail; process check deposits via the branch deposit program
  • Process client service requests such as address changes, account updates, distributions and contributions
  • Communicate with clients when account is opened to assist with online access and "Go Paperless"
  • Input and maintain data in Client Works and CRM system; document all client contact
  • Fill out, process, fax/scan and file client paperwork; maintain paperless system
  • Monitor daily notifications; communicate to team members regarding status of open service items
  • Build and maintain required mandatory distribution spreadsheets
  • Schedule Client Portfolio Reviews in a consistent and organized manner; send confirmations for review meetings/calls
  • Ensure client pre-meeting, meeting and post meeting processes are implemented
  • Send out monthly emails/birthday cards; assist with marketing and event planning
  • Participate in weekly team meetings
  • Complete tasks with attention to detail, accuracy and timeliness
  • Maintain a high level of client retention; build and improve upon client relationships
  • Communicate effectively with broker/dealer and RIA staff as well as outside vendors and be a problem-solver.QUALIFICATIONS
    • Bachelor's degree or equivalent experience required
    • 3-5 + years of professional work experience
    • Proficient in Word, Excel, Outlook, PowerPoint, and CRM software
    • Excellent verbal and written communication skills
    • Client-first attitude
    • Team player, problem solver, collaborative, able to work with and through othersThis position is involved in high-level client contact and exposure to sensitive and private information. Therefore, considerable tact, diplomacy, privacy, and professional judgment must be used when handling or having access to this information.SALARY AND BENEFITS Pay is competitive based on industry standards.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status. All inquiries will be kept confidential.Our office is near Columbus State Community College downtown location. Local candidates preferred, as there are no relocation cost benefits.The firm's website is: .Job Type: Part-timePay: $20.00 - $30.00 per hourSchedule:
      • Monday to FridayAbility to commute/relocate:
        • Columbus, OH 43215: Reliably commute or planning to relocate before starting work (Required)Education:
          • Bachelor's (Preferred)Experience:
            • Customer service: 3 years (Required)
            • Financial services: 3 years (Preferred)Work Location: One location

Keywords: Stratos Wealth Partners, Columbus , Part-Time Administrative Assistant, Administration, Clerical , Columbus, Ohio

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