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Administrative Assistant - Financial Firm - League City, TX

League City TX
2021-09-21 11:15:01
Administrative Assistant - Financial Firm - League City, TX

Mindset & Skills Needed To Succeed In This Position
• ENERGY & EXCITEMENT: Simply a must! Raise & set the bar for energy & excitement in the office & all events!
• FOCUS: Actively pursue non-revenue generating activities ONLY.
• CREATE A “WOW” EXPERIENCE: We pride ourselves at creating the “Ritz-Carlton” experience for all our clients, especially our “A+” clients. Make strong first impressions with clients, prospects, business partners, and strangers on a daily basis. Always strive to improve and be creative.
• RWM AMBASSADOR: Continue our vision of concierge service, a classy establishment, warm family atmosphere, always ahead of the game, always portray strong image of entire team.


Responsible for overseeing all upkeep, preparation, etc. of all common areas of the office and all administrative tasks for the office.

This Includes, But Not Limited To
• Completing inventory sheet monthly & ordering necessary supplies.
• Meet... greet & welcome all guests at front reception area.
• Answer phones & transfer to whom appropriate or take detailed message. (must use yellow client intake form for clients)
• Check voicemail and mail daily. Distribute to responsible party.
• Change phone messages for holidays, team days, other closures, etc.
• Create & send Fed Ex, mail, etc.
• Keep common areas clean, tidy, organized and fully supplied and updated at all times
• Update magazines monthly
• Wipe all whiteboards after meetings.
• Snack/drink area supplied & clean.
• Front reception desk to be kept tidy, organized and no confidential documents left up there at any time.
• Upkeep and maintain compliance, licensing, training for all advisors.
• Plan travel for advisors.
• Responsible for calendar management for the office (HR).
• Print reports, calendars and agendas for team meetings.
• Upkeep & maintenance of Open Opportunity Reports.
• Debriefing with Advisors after every Prospect meeting, scan data into shared drive, input data entry to CRM, schedule any action items & assign to team members and send “after meeting” email to prospect.
• Empty shred bins weekly.
• Administrative duties such as filing, copying, faxing, scanning, and any other non-revenue generating tasks that need to be done.
• Personal errands and planning for CEO
• Planning of all Team Days & Volunteer days and group activities and coordinate with VP of Operations on budget
• Reports directly to VP of Operations and/or CEO
• Assist VP of Operations with the planning of Team incentive trips
• Assist Marketing team as they need help, set up for events & seminars

Key Characteristics To Help You Succeed At RWM
• Always be aware and prepared.
• Anticipate the needs of the Advisors at all times.
• Strong ability to work independently and manage self accordingly.
• A take charge mindset for the tasks which you are responsible.
• Be quick, organized and efficient.
• Strong time management skills.
• Always keep Advisors and manager informed, updated and communicate effectively at all times.
• Maintain a strong sense of urgency.
• Be respectful of your teammates.
• Go above and beyond for your team, our clients and our guests.

Presented by Advisor Employee Services

Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which 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
League City TX USA
Administrative Assistant - Financial Firm - League City, TX Advisor Employee Services League City
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