Overview

Symmetry Financial Advisors is looking for a part-time(opportunity to progress to full-time) Administrative Support Professional to support a growing Financial Planning and Wealth management practice. This individual will support a financial advisor by providing exceptional service to their clients. We're looking for a dedicated, positive professional who wants to work in a collaborative culture. This is a great opportunity to perform a wide range of duties while serving as an essential team member in a growing organization.

Responsibilities

Oversee opening client accounts, from completion of initial forms to transfer of assets
Address inbound client calls and needs appropriately
Prepare reports and paperwork before meetings; complete follow-up tasks after meetings
Calculate, track and execute trades and required minimum distributions
Manage and track client requests, including delegating up to advisor when needed
Provide excellent service and support to advisors
Maintain records and reports for compliance
Support the growth and development of the business and brand

Qualifications

Experience in financial services industry preferred
High comfort level with client interaction

· Proficient in office technology, preferably: Microsoft Office, CRM Systems, computer and printer hardware/software

Ideal Candidate

Available between 9:00am-3:00pm CST
Strong interpersonal and communication skills
Ability to perform multiple tasks with an appropriate sense of urgency
Strong organizational skills, attention to detail and accuracy
Confident presence and ability to handle confidential data
Prioritizes and manages time appropriately
Self-motivated to do great work, learn new skills and achieve goals

Benefits

Flexible Schedule. Ideal candidate is available between 9:00am-3:00pm
Remote workdays

Job Type: Part-time

Pay: $20.00 - $24.00 per hour

Expected hours: 10 – 25 per week

Benefits:

Flexible schedule

Work Location: Remote

Symmetry Financial Advisors

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Administrative Support Specialist