Administrative Assistant

Company Description

Want to build your career in the financial services industry?  

With over 40 years of knowledge in the financial industry, the Masters Wealth Management Group, led by Gary Mastrodonato continues to help individuals and families prepare for retirement. Gary Mastrodonato hosts weekly on the syndicated radio show, Mastering Your Money. His firm focuses on retirement income strategies, and wealth solutions through longevity. Serving hundreds of clients in the local Eastern North Carolina community.

Job Description

Title: Administrative Assistant (w/ Marketing & IT Background a Plus!)

Type: NEGOTIABLE: Full Time (90 Days Temp to Hire)

Salary: Competitive Compensation Commensurate with Experience

Experience: 1 - 3 years of Administrative Assistant & Customer Service Experience is required

Reports To: Principle of Practice

Want to build your career in the financial services industry?  Masters Wealth is looking for a highly-motivated Administrative Assistant to join our firm. 

We are seeking a highly energized and confident individual who will thrive in a busy environment to serve as an Administrative Assistant reporting directly to our principal. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. A self starter, autodidactic, and proactive.  Superior phone and computer skills required. 

Essential Duties and Responsibilities include, but not limited to:

• Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents
• Organize, coordinate, and maintain all client paperwork.
• Correspond with clients to complete new accounts, asset transfers, and other forms.
• Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone, email, and face to face.
• Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed.
• Ensure office procedures are followed.
• Record all transactions on appropriate logs.
• Set up files correctly and obtain necessary information.

Qualifications

The Ideal candidate will possess the following skills:

• Previous customer service experience.
• Previous office experience.
• Ability to self teach, self lead, and innovate. 
• Ability to communicate with co-workers, customers and various business contacts in a courteous and professional manner.
• Ability to investigate, research and resolve problems or concerns.
• Ability to maintain confidentiality.
• Ability to make rule-based and analytical decisions.
• Ability to organize, prioritize and handle multiple tasks.
• Ability to pay close attention to detail, work under pressure and meet deadlines.
• Ability to take complete and accurate notes.
• Ability to operate various office equipment including personal computer, fax machine, copier, etc.
• Ability to utilize various software packages such as G-Suite, CRM, and other cloud based apps.
• Ability to use internet browsers.
• Excellent communication (oral and written), interpersonal, organizational, and presentation skills.
• Typing proficiency: 40-60 wpm.

Language Skills:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, etc. Ability to draft effective business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills:
Ability to calculate figures and amounts such as discounts and percentages for price quotes.

Reasoning Ability: 
Ability to define problems, collect data, establish facts, and draw valid conclusions.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee will be required to sit, use hands, reach with hands and arms, and talk and hear. The employee is occasionally required to stand or walk. The employee will occasionally need to lift and/or move up to 25 pounds.

Additional Information

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

All your information will be kept confidential according to EEO guidelines.