Administrative Assistant - San Antonio, TX
About The Position
At Seasons Wealth, we’re a boutique wealth management firm dedicated to delivering highly personalized financial guidance to individuals, families, and small business owners. Our client relationships are built on trust, transparency, and a long-term commitment to helping them achieve their financial goals. As an Administrative Assistant, this individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
Requirements
- 2+ years of administrative office experience in a fast-paced environment
- Advanced skills with MS Office Suite
- CRM experience
- Ability to prioritize projects and manage time
- Savvy customer service, to include excellent communication, both verbal and written
- Strong follow-through
- Good-natured, positive attitude
- Ability to demonstrate persistence to achieve quality
Nice To Haves
- Bachelor’s Degree preferred
- Financial industry experience preferred
Responsibilities
- Answer phones and greet clients in a friendly, positive, and warm manner
- Be the first point of contact for prospects and clients
- Maintain office supplies and outgoing correspondence
- Assist clients with issues and concerns
- Build and improve upon client relationships
- Database management
- Set appointments with clients and assist the Advisor with calendar management
- Pre-appointment preparation including compiling account summaries
- Maintain office filing system, both paper and electronic
- Record notes from client conversations
- Assist with various marketing objectives
- Other industry-specific tasks as needed
- Assists Back - Office support initiatives and/or core projects that support Advisory teams - including client review reviews and prospects plan prep
- Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.
Benefits
- Competitive salary - $40K-$50K based on experience
- Paid Holidays and PTO
- Opportunities for career development and professional growth, including licensing for the right individual
- A supportive, team-oriented environment with work/life balance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
