Job Title

Administrative AssistantDo you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Baum Financial Services in The Villages, FL is looking for a strong 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!The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!Minimum Requirements:2+ years of administrative office experience in a fast-paced environmentBachelor's Degree preferredFinancial industry experience preferredAdvanced skills with MS Office SuiteCRM experience preferredExperience in annuities and insurance preferredThis position requires that you possess the following skills:Ability to prioritize projects and manage timeSavvy customer service, to include excellent communication, both verbal and writtenStrong follow-throughGood-natured, positive attitudeAbility to demonstrate persistence to achieve qualityResponsibilities:Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:Answer phones and greet clients in a friendly, positive, and warm mannerBe the first point of contact for prospects and clientsMaintain office supplies and outgoing correspondenceAssist clients with issues and concernsBuild and improve upon client relationshipsDatabase managementSet appointments with clients and assist the Advisor with calendar managementPre-appointment preparation including compiling account summariesMaintain office filing system, both paper and electronicRecord notes from client conversationsAssist with various marketing objectivesOther industry-specific tasks as neededAssists Back - Office support initiatives andor core projects that support Advisory teams - including client review reviews and prospects plan prepProvide marketing support as needed including newsletters, blog, social, website, communications, events, etc.Salary:$20-$25 BOEBenefitsAfter 6 months:Full health insurance, including dental and visionGenerous PTO and Comp time401(k)Annual bonusHours: Monday - Friday8:30am-5:00pmSome evenings required for client eventsPresented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!