Administrative Assistant

2+ years administrative experience, preferably in financial services.
Strong knowledge of Microsoft Office, Redtail, and document management platforms.
Familiarity with Redtail, NetX360, DST Vision, OneView is preferred.
Excellent communication and time management skills.
Strong organizational skills and attention to detail.
Ability to maintain confidentiality and handle sensitive information.

The Administrative Assistant will support the Financial Advisor in the following key areas:

Client Service Support: Assist with phone screening, form completion, client updates, appointment scheduling, and guiding clients through transactions like 401(k) rollovers and distributions.
Office & File Management: Maintain physical and electronic filing systems, manage office supplies and mail, and ensure the office remains organized and compliant.
Data Entry & Reporting: Enter and update client information in CRM, produce financial reports, and maintain accurate documentation of client interactions.
Marketing & Events: Coordinate monthly mailings, manage marketing materials, help organize client events, and assist with client communications.
Technology & Systems Use: Utilize platforms such as Redtail, NetX360, OneView, and DST Vision for data tracking, document management, and client access support.
Administrative Tasks: Support correspondence, scanning, faxing, document filing, check deposits, and lunch coordination for meetings.