Are you interested in working in the financial industry? If you want to make a difference in the lives of others, we may have the right opportunity for you. We are looking for an administrative professional who is passionately committed to helping others. In this dynamic position, you will help us make our interactions with clients unique and memorable. There will be opportunities to assist with marketing activities, as well as overseeing the physical space to ensure it is clean and comfortable for clients and other visitors.
You’re the Administrative Assistant we’re looking for if… You are a bright professional who is committed to providing outstanding client service. You are organized, a self-starter and able to work independently while also functioning as a financial consultant’s right hand. You have exceptional attention to detail and an ability to complete error-free work. You are computer savvy. You enjoy assisting clients while providing exceptional service. You can effectively prioritize your workload and meet deadlines.
Who We Are
People experience difficult financial transitions throughout their lives. Whether it’s losing a spouse, preparing for retirement or saving for college for their children, we are there for them. Through a comprehensive process, we create a strategy for helping our clients manage their financial lives. Our team is there to personalize a long-term custom plan for our clients and their families so they can navigate these challenging times. Our office is located in Riverton, WY and provides a comfortable, professional work environment.
Qualifications
You must have administrative experience. We believe in working hard for our clients so a strong work ethic is required. The ideal candidate is client centric, positive, dependable, well-organized and eager to learn new skills. The position requires excellent interpersonal skills and phone demeanor, the ability to deliver exceptional client service and a genuine interest in helping people. Must also be very detail-oriented, technologically literate, exceptional with multi-tasking, and able to work independently with little supervision. Must have excellent follow-through and be a self-starter.
Responsibilities include:
- As the face and voice of the firm, greet clients, vendors and others in a pleasant and efficient manner both in person and over the phone;
- Prepare and process client paperwork accurately and in a timely manner;
- Assist with daily transactions including money movement, account maintenance, electronic filing, document uploading and other projects as needed;
- Assist with marketing initiatives including client gifts, birthday cards, mailings, and website updates when necessary.
Applications are available at the Riverton Workforce Center. Please leave your resume and complete the data entry, proofing, and typing tests at your local Workforce Center.