Job highlights
Identified by Google from the original job post
Qualifications
Proven experience as an administrative assistant or in a similar role, preferably in a financial services environment
Excellent organizational skills and the ability to prioritize tasks effectively
Strong written and verbal communication skills
Ability to work independently and collaboratively in a team-oriented environment
Strong attention to detail and problem-solving skills
A positive and supportive work environment
Interested candidates should submit their resume to Tom Titus at [email protected] with the subject line “Administrative Assistant Application.”
Benefits
Competitive salary and benefits package
Opportunities for professional development and career growth
Responsibilities
We are seeking a highly organized and proactive Administrative Assistant to support our team and ensure the smooth day-to-day operations
The ideal candidate will possess strong communication skills, attention to detail, and a commitment to delivering outstanding service to our clients
Provide administrative support to financial advisors and the management team, including scheduling appointments, managing calendars, and preparing meeting materials
Assist with client onboarding and maintain accurate records in our CRM system
Handle incoming phone calls, emails, and correspondence, ensuring timely responses and follow-ups
Manage office supplies, coordinate maintenance, and ensure the office environment is welcoming for clients and staff
Assist in organizing company events, meetings, and training sessions
Maintain confidentiality of sensitive client information and uphold company policies
Job description
• *About Us:**

Vantage Financial is a leading financial planning firm dedicated to providing exceptional client service and expert financial guidance. We pride ourselves on fostering a collaborative work environment that encourages innovation and professional growth.
• *Job Summary:**

We are seeking a highly organized and proactive Administrative Assistant to support our team and ensure the smooth day-to-day operations. The ideal candidate will possess strong communication skills, attention to detail, and a commitment to delivering outstanding service to our clients.
• *Key Responsibilities:**

- Provide administrative support to financial advisors and the management team, including scheduling appointments, managing calendars, and preparing meeting materials.

- Assist with client onboarding and maintain accurate records in our CRM system.

- Handle incoming phone calls, emails, and correspondence, ensuring timely responses and follow-ups.

- Manage office supplies, coordinate maintenance, and ensure the office environment is welcoming for clients and staff.

- Assist in organizing company events, meetings, and training sessions.

- Maintain confidentiality of sensitive client information and uphold company policies.
• *Qualifications:**

- High school diploma or equivalent; associate or bachelor’s degree preferred.

- Proven experience as an administrative assistant or in a similar role, preferably in a financial services environment.

- Excellent organizational skills and the ability to prioritize tasks effectively.

- Strong written and verbal communication skills.

- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM software is a plus.

- Ability to work independently and collaboratively in a team-oriented environment.

- Strong attention to detail and problem-solving skills.
• *What We Offer:**

- Competitive salary and benefits package.

- Opportunities for professional development and career growth.

- A positive and supportive work environment.
• *How to Apply:**

Interested candidates should submit their resume to Tom Titus at [email protected] with the subject line “Administrative Assistant Application.”

Join Vantage Financial and be a part of a dynamic team committed to helping clients achieve their financial goals!