Remote Administrative Assistant for Faith-Based RIA
Salary undisclosed
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Job Overview
Join our esteemed faith-based financial services organization, where our commitment to ethical stewardship and community impact drives everything we do. We are seeking a dedicated Administrative Assistant to join our remote team for 20-30 hours per week. This role is pivotal in ensuring our clients experience exceptional service and support throughout their financial planning journey.
Key Responsibilities
We are committed to fostering your professional development within the financial planning industry. We encourage and support our team members in their pursuit of continuous learning and skill enhancement.
Company Culture And Values
Our organization is built on a foundation of faith and service excellence. We value teamwork, creativity, and proactive engagement within our small, agile team, creating a culture where every team member feels valued and supported.
Please submit your resume along with a cover letter that outlines your qualifications and your motivation for joining our mission-driven team. We look forward to the opportunity to connect with you!
Employment Type: Full-Time
Join our esteemed faith-based financial services organization, where our commitment to ethical stewardship and community impact drives everything we do. We are seeking a dedicated Administrative Assistant to join our remote team for 20-30 hours per week. This role is pivotal in ensuring our clients experience exceptional service and support throughout their financial planning journey.
Key Responsibilities
- Coordinate and confirm appointments, managing all meetings and events efficiently.
- Oversee mass mailings to ensure accurate and timely communication with clients.
- Personalize client interactions by writing and sending birthday cards.
- Prepare and organize files for review meetings to guarantee all necessary documents are accessible.
- Handle phone inquiries with professionalism, directing callers to the appropriate resources.
- Assist in managing social media platforms and contribute to the development of monthly newsletters.
- Exceptional verbal and written communication abilities.
- Proficient in Microsoft Office Suite and general computer applications.
- Strong organizational skills with a keen attention to detail.
- Capability to work independently, demonstrating initiative while balancing multiple tasks.
- High level of professionalism and confidentiality in all interactions.
- An Associate's degree (Bachelor's degree preferred)
- At least one year of relevant administrative experience
- A self-motivated individual who can thrive in a remote work environment
We are committed to fostering your professional development within the financial planning industry. We encourage and support our team members in their pursuit of continuous learning and skill enhancement.
Company Culture And Values
Our organization is built on a foundation of faith and service excellence. We value teamwork, creativity, and proactive engagement within our small, agile team, creating a culture where every team member feels valued and supported.
Please submit your resume along with a cover letter that outlines your qualifications and your motivation for joining our mission-driven team. We look forward to the opportunity to connect with you!
Employment Type: Full-Time
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