Administrative Assistant
Guardian Wealth Management, LLC Guardian Wealth Management, LLC St.
Louis, MO St.
Louis, MO Full-time Full-time $25 - $30 an hour $25 - $30 an hour 20 hours ago 20 hours ago 20 hours ago It is time to explore new challenges in your career.
Guardian Wealth Management is an independent, privately-owned financial services company in Sunset Hills, MO.
We are looking to add a full-time administrative assistant to our team.
Our Investments In You:
Health Insurance 401(k) 401(k) matching Paid Time Off Professional development assistance Tuition reimbursement Referral program The Expertise We're Looking For:
Prior administrative experience (Required) Proficiency with Microsoft Office suite, including Excel (Required) High school degree (Required) Prior Experience Working in Financial Advisory Industry (Preferred) Knowledge in Google Suite and Adobe application (Preferred) Key Traits of a Successful Administrative Assistant:
Able to communicate verbally and in writing Able to learn and adapt to changes Detail-oriented Successful in time management Open communicator What You Will Be Responsible For:
Set and confirm calendar appointments Interact with clients in person, over the phone, and by email in a positive and approachable way Answer incoming calls and transfer all calls to the appropriate personnel Proofread documents for accuracy and grammar Communicate with clients on behalf of financial advisor and firm Track prospect-to-client process Assist with coordination and execution of marketing campaigns and marketing events Assemble meeting preparation documents pertaining to the client/prospect Collect vital information for applications Collect all needed transfer forms and other required documentation Assist in completing new account and application paperwork Follow-up with insurance companies and other third parties regarding status of new business Process new business applications with detail and accuracy and submit to appropriate carriers Track application process, new account funding, and new account set-up Complete all new licensing requirements Enter client data in CRM Run reports as needed Provide all needed information and material for delivery Perform clerical duties such as filing, photocopying, and organizing documents All other duties as assigned Pay:
$25-$30/hr Check us out! - Website:
https:
//www.
guardian-wm.
com/ - Podcast:
https:
//midwestmoneyradio.
com/ If you feel like we would be a good fit for each other, apply now! Job Type:
Full-time Pay:
$25.
00 - $30.
00 per hour
Benefits:
401(k) 401(k) matching Health insurance Paid time off Professional development assistance Referral program Tuition reimbursement Schedule:
Day shift Ability to Relocate:
St.
Louis, MO 63102:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Louis, MO St.
Louis, MO Full-time Full-time $25 - $30 an hour $25 - $30 an hour 20 hours ago 20 hours ago 20 hours ago It is time to explore new challenges in your career.
Guardian Wealth Management is an independent, privately-owned financial services company in Sunset Hills, MO.
We are looking to add a full-time administrative assistant to our team.
Our Investments In You:
Health Insurance 401(k) 401(k) matching Paid Time Off Professional development assistance Tuition reimbursement Referral program The Expertise We're Looking For:
Prior administrative experience (Required) Proficiency with Microsoft Office suite, including Excel (Required) High school degree (Required) Prior Experience Working in Financial Advisory Industry (Preferred) Knowledge in Google Suite and Adobe application (Preferred) Key Traits of a Successful Administrative Assistant:
Able to communicate verbally and in writing Able to learn and adapt to changes Detail-oriented Successful in time management Open communicator What You Will Be Responsible For:
Set and confirm calendar appointments Interact with clients in person, over the phone, and by email in a positive and approachable way Answer incoming calls and transfer all calls to the appropriate personnel Proofread documents for accuracy and grammar Communicate with clients on behalf of financial advisor and firm Track prospect-to-client process Assist with coordination and execution of marketing campaigns and marketing events Assemble meeting preparation documents pertaining to the client/prospect Collect vital information for applications Collect all needed transfer forms and other required documentation Assist in completing new account and application paperwork Follow-up with insurance companies and other third parties regarding status of new business Process new business applications with detail and accuracy and submit to appropriate carriers Track application process, new account funding, and new account set-up Complete all new licensing requirements Enter client data in CRM Run reports as needed Provide all needed information and material for delivery Perform clerical duties such as filing, photocopying, and organizing documents All other duties as assigned Pay:
$25-$30/hr Check us out! - Website:
https:
//www.
guardian-wm.
com/ - Podcast:
https:
//midwestmoneyradio.
com/ If you feel like we would be a good fit for each other, apply now! Job Type:
Full-time Pay:
$25.
00 - $30.
00 per hour
Benefits:
401(k) 401(k) matching Health insurance Paid time off Professional development assistance Referral program Tuition reimbursement Schedule:
Day shift Ability to Relocate:
St.
Louis, MO 63102:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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