Financial Assistant (Corporate) jobs in Vermont

Administrative Assistant for Financial Planning Team

We are a leading financial services team committed to providing comprehensive financial planning and investment management services to our diverse clientele. Our team is dedicated to helping clients achieve their financial goals through personalized and strategic advice.

Position Overview:

We are seeking a motivated and detail-oriented Administrative Assistant to support our team. They will play a crucial role in client service and administrative support, ensuring the efficient operation of our advisory practice.

Key Responsibilities:

- Assist with client meeting preparation, including gathering and organizing necessary documents and reports.

- Maintain client records and manage data entry in CRM systems.

- Schedule and confirm client appointments, manage calendars, and handle correspondence.

- Process and follow up on client service requests such as account openings, transfers, and updates. This includes investment proposals, investment applications, insurance illustrations, and insurance applications.

- Handle incoming client calls and emails, providing exceptional customer service and addressing inquiries promptly.

- Assist in the coordination of client events and seminars.

- Perform general administrative duties, including filing, scanning, and office supply management.

Qualifications:

- Prior experience in a financial services or administrative support role.

-Strong organizational and multitasking skills with attention to detail.

- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

- Experience with CRM software is advantageous.

- Excellent verbal and written communication skills.

- Ability to work independently and as part of a team in a fast-paced environment.

- High level of integrity and discretion in handling sensitive and confidential information.

Compensation: $20-25/ hour based in experience. Internal growth opportunities available.

• We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.