Bf - Administrative Assistant

Heritage Financial Consultants

Administrative Assistant

Wilmington, Delaware

About us -

We are a successful financial planning practice with multiple expanding offices. We are currently looking to hire an individual for our office in Wilmington, DE. Our team is cohesive, collegial, fast-paced, and professional. Together, we provide our clients with an extraordinarily high level of service. A significant component of this service is our team and our support process. While our business is very fast paced, we also have fun and enjoy inserting humor throughout our day.

About you –

• You’re an administrative professional and you seek an opportunity to be recognized as an integral member of a professional team.
• You are a team player, and you also work well independently and take charge of your delegated tasks & responsibilities.
• You are a problem solver, are tenacious when it comes to follow-through and details rarely slip through your grasp.
• You are naturally very well-organized in your work and daily life.
• You have a positive attitude, are a logical thinker, and a self-starter with excellent communication skills.
• You have a willingness to do whatever it takes to provide top-tier service to our clients.
• You have above-average technical skills and aptitude.

Job responsibilities –

• Provide warm & friendly reception to our clients via telephone and in-person meetings
• Provide support in managing “business in motion” (new business paperwork, processing & workflows)
• Assist Practice Managers with client service requests and follow ups
• Manage and confirm client appointment scheduling (via Zoom, Outlook, phone)
• Provide manufacturing and preparation support for client meetings, including binding presentations
• Assist in maintaining client records and compliance support documentation
• Assist us with maintaining our CRM system, including document scanning and indexing
• Assist with office supply inventory, postage and overnight delivery scheduling
• Assist in preparing for & coordinating our Annual Client Appreciation Events
• Other administrative and office duties/projects as needed

Requirements –

• Minimum of two years in a professional office setting, financial or insurance industry experience preferred
• 2 years’ experience in a customer support or customer service position are required
• You consider yourself tech-savvy and are proficient in MS Office programs (Office 365, Word, Outlook & Excel) and may also have mastered many other industry-related programs & CRM databases in your previous positions Additionally, experience with Zoom and Calendly would be helpful
• Prior experience supporting a Financial Advisor or Wealth Management Team is highly desired
• Associates degree is preferred

We offer –

A supportive, professional, and collegiate environment, with plenty of learning opportunities and possibilities for growth. Benefits include paid time off, 11 paid holidays, life insurance, short- and long-term disability, and 401(k) safe harbor and profit-sharing. Ideal working hours are Monday-Friday, 8:00 – 4:30. We also have flexibility for working from home for special circumstances.

NOTE: Selected applicant will be subject to eligibility requirements including fingerprinting, passing a background and credit check.

To apply-

Submit your resume along with a cover letter in response to this posting. We’d love to see your communication skills! Please feel free to also include your wage/salary requirements (commensurate with your experience).

While we are an Equal Opportunity Employer, please note that we are not permitted to offer the position to non-U.S. Citizens.

Financial planners from this office are registered representatives of Osaic Wealth, Inc. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Life insurance
• Paid time off
• Retirement plan

Schedule:

• Day shift
• Monday to Friday

Education:

• Associate (Preferred)

Experience:

• Administrative: 2 years (Required)
• Customer service: 2 years (Required)
• Microsoft Office: 4 years (Preferred)
• Wealth management: 1 year (Preferred)

Ability to Commute:

• Wilmington, DE 19810 (Required)

Work Location: In person