Administrative Assistant
Fitzwilliams Financial Fitzwilliams Financial Chesapeake, VA Chesapeake, VA Full-time Full-time $30,000 - $60,000 a year $30,000 - $60,000 a year 10 days ago 10 days ago 10 days ago We are looking for someone with experience as an admin or office manager in the finance industry, or someone that shows exceptional capability to learn quickly and has a track record of exceptionalism as an administrator or office manager in their previous field.
Your initial 60-day training will be conducted in our Chesapeake office.
While your primary workstation will be in Chesapeake, occasional workdays in our Newport News office will be required.
In your role, you'll serve as the central administrator, working alongside our Relationship Manager.
You'll collaborate with our team of Financial Advisors across both locations.
Additionally, your attendance and assistance will be expected at our financial seminars, which occur 2-4 evenings per month.
The following are the basic responsibilities of the job:
Answering incoming calls Processing onboarding paperwork Proactive follow up on paperwork in process Opening and closing of the office Processing service requests for client's accounts Setting up online accesses for clients Recording all communication with clients in our CRM Completing all daily assigned tasks in our CRM Opening, closing, transferring accounts Preparing materials for our financial seminars Attending and assisting with our financial seminars Appointment confirmations Scheduling clients Minor office cleaning Salary will be commensurate with experience.
We close for all major holidays and close a week or more for Christmas.
We maintain an exceptional workplace environment and reward all levels of employee commensurate with our growth and success.
Last year we took everyone for an all expense paid 7 day cruise to the Bahamas and handed out substantial Christmas bonuses.
Job Type:
Full-time Pay:
$30,000.
00 - $60,000.
00 per year
Benefits:
Dental insurance Health insurance Health savings account Paid time off Vision insurance Schedule:
8 hour shift Monday to Friday Ability to commute/relocate:
Chesapeake, VA 23320:
Reliably commute or planning to relocate before starting work (Required) Application Question(s):
Do you understand the difference between qualified and non qualified funds?
Experience:
Administrative:
3 years (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Your initial 60-day training will be conducted in our Chesapeake office.
While your primary workstation will be in Chesapeake, occasional workdays in our Newport News office will be required.
In your role, you'll serve as the central administrator, working alongside our Relationship Manager.
You'll collaborate with our team of Financial Advisors across both locations.
Additionally, your attendance and assistance will be expected at our financial seminars, which occur 2-4 evenings per month.
The following are the basic responsibilities of the job:
Answering incoming calls Processing onboarding paperwork Proactive follow up on paperwork in process Opening and closing of the office Processing service requests for client's accounts Setting up online accesses for clients Recording all communication with clients in our CRM Completing all daily assigned tasks in our CRM Opening, closing, transferring accounts Preparing materials for our financial seminars Attending and assisting with our financial seminars Appointment confirmations Scheduling clients Minor office cleaning Salary will be commensurate with experience.
We close for all major holidays and close a week or more for Christmas.
We maintain an exceptional workplace environment and reward all levels of employee commensurate with our growth and success.
Last year we took everyone for an all expense paid 7 day cruise to the Bahamas and handed out substantial Christmas bonuses.
Job Type:
Full-time Pay:
$30,000.
00 - $60,000.
00 per year
Benefits:
Dental insurance Health insurance Health savings account Paid time off Vision insurance Schedule:
8 hour shift Monday to Friday Ability to commute/relocate:
Chesapeake, VA 23320:
Reliably commute or planning to relocate before starting work (Required) Application Question(s):
Do you understand the difference between qualified and non qualified funds?
Experience:
Administrative:
3 years (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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