Join Our Team
Are you interested in becoming an Administrative Assistant in our Anchorage office? We're hiring!
Position Description: R+R Financial Partners is seeking an Administrative Assistant to join our dynamic, female-run team of professionals. Primary responsibilities include administrative and clerical tasks in a fun, fast-paced financial planning office. Responsibilities in this role include administrative processing related to the financial services industry, providing professional and friendly support to clients and assisting in daily office operations. This team member is responsible for managing client inquiries and plays a leading role in providing excellent customer service! Client confidentiality is of utmost importance.
The ideal candidate for this role is a reliable, resourceful, organized and detail-oriented team player.
Position looking for: 75% or Full Time
Duties include but are not limited to:
- Manage in and outbound calls, emails, and in-office visits with professionalism
- Coordinate and schedule client meetings
- Research and resolve account issues for clients and advisors
- Educate and support clients on online access to accounts and information
- Manage and handle advisor notifications
- Follow through with all paperwork to ensure it is in good order
- Mail agreements, brochures, and other client account paperwork to clients
- Maintain files and prepare correspondence and documents for advisors and clients
- Maintain and update client records in a timely manner with minimal mistakes
- Prepare follow up forms for clients per advisor’s requests
- Send documents via e-signature to clients
- Maintain compliance standards according to federal laws, company policy & branch office standards
Competencies
- Positive attitude and client service orientation
- Strong interpersonal and interactive phone skills
- Exceptional organizational and time management skills
- Competent with technology, comfortable learning new software
- Calm in the face of juggling multiple projects simultaneously
- Intuitive and resourceful analysis to resolve complicated issues
- Prompt and accurate response to client questions and needs
- Strong work ethic and good sense of humor
- Good judgment and ability to prioritize
- Attention to detail and committed to consistent documentation
- Proficiency in Microsoft and Adobe programs
Education and Experience
Associate degree or higher in business, finance, economics, administration, or equivalent experience and/or training. Knowledge of investments, financial operations, insurance, trusts, and financial planning is a bonus!
Benefits
R+R Financial Partners offers an entrepreneurial environment, flexible schedule, SEP IRA with company contribution, and paid time off.
How to apply
If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of Jenny and send to: careers@financialadvocates.com. Please use your last name somewhere in your resume's file name. If you are a qualified candidate, we will respond by phone or email. Please note: emails from us may go into your spam/junk file.