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Team Leader/Executive Assistant - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Fort Wayne, IN Fort Wayne, Indiana |
About this job
Job Description
Our fast paced firm is currently seeking a positive individual with financial experience and expertise in completing and processing paperwork and applications.
In the role as Team Leader/Executive Assistant you will be responsible for performing administrative functions to include:
- Accurately completing and processing client paperwork
- Preparing advisor for all daily appointments
- Ensuring outstanding client service
- Scheduling client reviews in a timely manner
- Managing and completing all service related tasks
To succeed in this position the candidate will need to possess the following:
- Strong communication and organizational skills
- In depth focus on detail and accuracy
- Critical thinking capabilities
- Excellent verbal and written communication
- Strong ability to multi-task
- High level of competency using Microsoft Office
- Securities license is preferred, although not required
Salary commensurate with experience. We intend for this position to be in the top income quintile for the right individual.
401K
PTO
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