Administrative Assistant/Financial Planning Mentorship

Company: Global Portfolio Solutions
Location: Scottsdale
Posted on: May 14, 2022

Job Description:

Job Description The firm is in the financial services industry. We are wealth advisors helping clients achieve their wealth and legacy planning goals. The position will be working directly with other team members. A motivated individual to work full time. Our office is in Scottsdale, AZ. Job Responsibilities and Duties: Initially will include. Answer phones and respond to incoming emails. Process new account applications and other post-issue documents. Schedule appointments with clients. Prepare written and email correspondence to clients. Maintain and organize filing systems. Keep detailed notes on transactions and ongoing processes. Training for Industry Software experience will be provided. Efficiency and experience are a plus. Business systems experience with Redtail, (CRM) is a plus not required. EMoney Financial planning Software Orion industry vendor exposure Fidelity Custodian Capital Bank and Trust Qualifications and Skills: Achieved or currently pursuing a bachelor---s degree. Able to compose professional business correspondence. Speak with clarity and professional language. Proficient in Excel and Word. Type speed no less than 80 WPM. Securities Industry Essentials exam completed or to be completed. Proactive organizer and an outcome-focused team-oriented mindset. High level of organizational skills. Advanced attention to detail. Compensation: $40,000/year potential for a bonus structure based on industry licenses established or being completed in 12 to 18 months. Potential to transition to an associate role and be mentored as an advisor.

Keywords: Global Portfolio Solutions, Scottsdale , Administrative Assistant/Financial Planning Mentorship, Accounting, Auditing , Scottsdale, Arizona