Our Client’s Financial Firm located in the Santa Fe, NM area is growing rapidly and looking to add a key employee to the Team. They are seeking a professional Administrative Assistant / Financial Advisor Assistant who is ready to help their already thriving company continue to grow. They are looking for hard-working, success-oriented employees who possess great people skills, are team players and want an opportunity to advance their career. If you want to join a Financial Advisor Team that has experience in the industry, is dedicated to their clients, staff and has created a culture of success, this may be a good fit for you!
Ability to prioritize projects and manage time
Strong organization skills & attention to detail
Self-directed initiative and Strong follow through
Demonstrate the ability to be adaptable as situations or business demands change
High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment
Demonstrate excellent interpersonal, written, and verbal communication
Ability to closely follow office processes & policies related to office operations & client privacy
Willingness and desire to be part of a Team Environment and to learn through a mentoring relationship
Ability to adhere to complex Regulatory and Compliance requirements
Prioritizing client needs and helping solve problems first is an important part of their culture and at the core of everything our Client does. In providing excellent client service you will:
Greet clients in-person or by phone in a warm, friendly, welcoming manner
Ensure client business flow and concerns are resolved, and superior service levels are met
Develop effective working relationships with Team Members and internal Departments to ultimately provide effective service for clients
Calendar Management for Financial Advisor(s), including client appointments, travel, lodging & event arrangements
Attend and Assist with Client Event planning, preparation and communications
Process applications and other various industry-specific administrative tasks
Generate various daily, weekly, monthly and annual reports for Financial Advisor(s) / Office
Provide both pre/post Client Meeting Support for the Advisor Team
Provide thorough, high-quality research, problem-solving and issue resolution
$36,000 - $48,000 Annually (Based on applicable Experience and/or Qualifications)
Quarterly Bonus Program
Great Work/Life Balance with a Monday-Friday Schedule
Health Insurance Contribution and Retirement Plan w-Employer Match
Generous PTO Policy & Paid Holidays
Professional, Fun, Motivating Atmosphere
We want to help you reach your full potential! We are looking for hard-working candidates with a passion for customer care and who truly enjoy helping make a difference in their people’s lives!
Presented by Humans Being Resources, Inc. Thank you for your interest in our client’s Administrative Assistant / Financial Advisor Assitant position in the Santa Fe, NM area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When being considered for this position you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your Resume today!
2+ years of solid Administrative Experience (Financial Industry Office setting is preferred)
2+ years of Customer Relations Experience (Receptionist, Client Service Representative, Etc.)
Advanced Technology Skills and use of Microsoft Office products (Word, Power Point, Excel, Etc.)
CRM Software / Database Experience is a plus (Example: Salesforce, Redtail, Etc.)
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Humans Being Resources, Inc. offers Professional Staffing & Recruiting Services that differ from traditional Head-Hunters, Executive Recruiters & Recruiting Agencies by applying a unique combination of Recruiting Strategies. Our dedication to detail and willingness to spend the time required to provide Top Candidates surpasses all other Recruiting or Staffing Companies in our field. The results of that hard work is a benefit to both candidates and clients alike, as we work through the process of discovering and introducing Top Talent to Top Clients.