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 bachelors 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!
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