Administrative Assistant at Financial Foundations
Administrative Assistant
Financial Foundations, Inc.
Westborough, MA
Company
Summary:
Financial Foundations is an independent financial planning, wealth management, and consulting firm. We live by our motto: Complicated made Simple . We take this mantra seriously and with this, strive to make our clients lives as simple as possible by providing a variety of comprehensive services and tools. Financial Foundations values its relationship with Commonwealth Financial Network .
Summary of Position:
The ideal candidate for this position is an individual who excels in a fast-paced, team-orientated environment; someone who can manage multiple, time-sensitive projects with a positive attitude. This person will assist with client communication and day-to-day operational needs, including scheduling, answering phones, in addition to greeting and directing visitors. Strong organizational and problem solving skills, as well as excellent client service skills are of much importance in this role. Willing to consider candidates looking for a reduced hours schedule.
Principle
Responsibilities:
Schedule and confirm client meetings
Prepare portfolio and annuity reports for daily client/prospect meetings
Schedule hotel and flight accommodations for team members
Schedule Quarterly Conference Calls and Quarterly Correspondence
Coordinate client mailings (i.e. mail merges, outgoing/incoming mail, birthday/holiday cards)
Update and maintain client records in multiple contact management databases
Create reports to analyze new client trends and track assets under management
Welcome on-site visitors and announce and/or direct visitors
Answer, screen and direct incoming calls and handle inquiries and routine correspondence
Provide general administrative and clerical support including receiving and sorting mail, overseeing deliveries, filing, photocopying, scanning and faxing
Support tax department, when needed
Build upon client relationships by providing indispensable service
Required Knowledge/Skills/Competencies:
Associate's or Bachelor's Degree
At least 2 years' experience in an administrative role
Technical proficiency with Microsoft Office and other software programs, and the ability to learn new software programs quickly
Strong organizational skills and exceptional attention to detail
A positive attitude and extraordinary customer service skills
Interested candidates please submit cover letter, resume and salary requirements when applying.
Disclaimers:
Applicants, as well as position incumbents, who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case by case basis.
Financial Foundations is committed to the principle of equal employment opportunity. Applicants for employment and employees are reviewed on their individual qualifications for a position. Under no circumstances will Financial Foundations discriminate against qualified persons on the basis of race, color, religious creed, retaliation, national origin, ancestry, sexual orientation, gender, gender identity/expression, disability, mental illness, genetics, choice of health insurance, marital status, age, veteran status, or any other basis prohibited under applicable law.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
Financial Foundations, Inc.
Westborough, MA
Company
Summary:
Financial Foundations is an independent financial planning, wealth management, and consulting firm. We live by our motto: Complicated made Simple . We take this mantra seriously and with this, strive to make our clients lives as simple as possible by providing a variety of comprehensive services and tools. Financial Foundations values its relationship with Commonwealth Financial Network .
Summary of Position:
The ideal candidate for this position is an individual who excels in a fast-paced, team-orientated environment; someone who can manage multiple, time-sensitive projects with a positive attitude. This person will assist with client communication and day-to-day operational needs, including scheduling, answering phones, in addition to greeting and directing visitors. Strong organizational and problem solving skills, as well as excellent client service skills are of much importance in this role. Willing to consider candidates looking for a reduced hours schedule.
Principle
Responsibilities:
Schedule and confirm client meetings
Prepare portfolio and annuity reports for daily client/prospect meetings
Schedule hotel and flight accommodations for team members
Schedule Quarterly Conference Calls and Quarterly Correspondence
Coordinate client mailings (i.e. mail merges, outgoing/incoming mail, birthday/holiday cards)
Update and maintain client records in multiple contact management databases
Create reports to analyze new client trends and track assets under management
Welcome on-site visitors and announce and/or direct visitors
Answer, screen and direct incoming calls and handle inquiries and routine correspondence
Provide general administrative and clerical support including receiving and sorting mail, overseeing deliveries, filing, photocopying, scanning and faxing
Support tax department, when needed
Build upon client relationships by providing indispensable service
Required Knowledge/Skills/Competencies:
Associate's or Bachelor's Degree
At least 2 years' experience in an administrative role
Technical proficiency with Microsoft Office and other software programs, and the ability to learn new software programs quickly
Strong organizational skills and exceptional attention to detail
A positive attitude and extraordinary customer service skills
Interested candidates please submit cover letter, resume and salary requirements when applying.
Disclaimers:
Applicants, as well as position incumbents, who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case by case basis.
Financial Foundations is committed to the principle of equal employment opportunity. Applicants for employment and employees are reviewed on their individual qualifications for a position. Under no circumstances will Financial Foundations discriminate against qualified persons on the basis of race, color, religious creed, retaliation, national origin, ancestry, sexual orientation, gender, gender identity/expression, disability, mental illness, genetics, choice of health insurance, marital status, age, veteran status, or any other basis prohibited under applicable law.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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