Job Description
Are you a proactive and dependable person who can work independently? Are you enthusiastic about organizing and coordinating details to ensure everything runs smoothly? Do you enjoy helping others through your proactive problem-solving skills? If so, this may be the job for you! Broadview Financial Advisors is looking for someone who possesses these traits to join our team as an Administrative Assistant. Our firm is passionate about helping our clients live a better financial life. You will be a critical member of a team that is committed to excellence and putting the client’s interest first.
Essential Duties and Responsibilities:
Manage the calendar and schedule client appointments
Prepare for client meetings, including composing agendas and accurately preparing client paperwork
Provide high-quality customer service and demonstrate creative problem solving to resolve client issues
Compose and prepare correspondence, reports, drafts, memos and emails
Organize, coordinate, and maintain client paperwork
Run accurate reports in Albridge
Answer phone calls and perform general administration and support functions for the office
Core Competencies:
Strong interpersonal skills with ability to build and develop lasting relationships
Excellent written and verbal communication skills
Highly organized with ability to adjust to varying priorities
Strong follow-through skills
Keen attention to detail
Self-motivated with ability to take initiative and work independently, as well as in a team environment
Ability to use discretion when working with confidential information
Proficient with general office equipment
Strong problem-solving skills
Experience and Education Requirements:
Experience with general office equipment.
Experience with Microsoft Office Suite (Outlook, Excel, PowerPoint, Word, etc.).
Associate or Bachelor’s Degree.
1+ years’ experience in insurance, investment, financial services, or administration.
Physical Demands – This is a largely sedentary role, and it may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer-use during the workday.
Description
At Broadview Financial, you’ll find passionate people from a variety of financial disciplines working together to provide a seamless, holistic solution for managing all aspects of your financial situation.