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Administrative Assistant

Company: RFG Advisory
Location: Naples
Posted on: May 12, 2022

Job Description:

JOB TITLE:
Administrative Assistant - Finance
POSITION SUMMARY:
The Administrative Assistant will provide efficient and effective executive support such as calendar management, phone coverage, and expense management. The role requires an Administrative Assistant that possesses structure, attention to detail, strong communication skills, quality focus, enthusiasm, and flexibility in a high-paced work environment. In this role you will need to work well in a team environment, be able to represent the company with professional courtesy and acumen and deliver flawless work output. Your daily routine also includes interaction with high-net-worth clients.
RESPONSIBILITIES:

  • Be the first point of contact for clients and visitors in the office and by phone
  • Manage calendars and coordinate logistics for internal or external events, including attendees, materials, and communications
  • Sort, screen, review, and distribute incoming and outgoing mail, and prepare timely responses to a variety of routine written inquiries
  • Monitor email and process general copying, filing, and scanning
  • Compose and edit correspondence and/or memoranda from dictation, verbal direction, or from knowledge of established policies
  • Schedule and coordinate meetings, events, interviews, appointments and/or other similar activities
  • Assist with various meeting preparation responsibilities
  • Establish, maintain, and update files, databases, records, and/or other documents
  • Requisition supplies, printer products, maintenance, and other services
  • Maintain electronic client files
  • Administer other duties as delegated by the team
  • Actively engage in available training and education programs to stay current on policies, procedures, and risk awareness
  • Maintain confidentiality
  • Other duties as assigned
    WHAT YOU'RE GOOD AT:
    • Enthusiastic, proactive, team player and is comfortable working in a fast-paced environment
    • Previous work experience, including internships involving customer service or administrative support at the highest level
    • Detail-oriented with ability to prioritize and organize workflow
    • Self-starter and able to work independently
    • Superior interpersonal, organizational, and client service skills
    • Ability to work effectively in a team environment
      WHO YOU ARE:
      Adaptable: You have the instinctive need to achieve objectives despite the hurdles that may come along the way. You are comfortable working in a fast-paced environment and are adaptable to constant change.
      Agile: You are comfortable navigating ambiguity and working with competing priorities. You maintain composure and remain positive under pressure even in complex situations.
      Team player: You love collaborating and sharing ideas. You're ready to roll up your sleeves, trust your teammates, and support as needed.
      Clear communicator: You communicate clearly and concisely. You are great at getting and giving respectful and productive feedback to candidates and colleagues.
      Highly organized: You know how to manage multiple projects and prioritize appropriately. You create clear and logical systems and processes to support your work and that of the organization.
      WHAT YOU HAVE:

      • Prior experience in the finance industry is strongly preferred
      • High school diploma or equivalent and (2) two years' office or customer service experience
      • Bachelor's Degree preferred
      • Notary License is a plus
      • Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint)
      • Experience with Salesforce is a plus
      • Superb organizational skills and attention to detail
      • Strong time management skills, ability to multi-task and prioritize in a demanding, fast-paced environment
      • Strong interpersonal, teamwork, and customer service skills must have a polite and professional demeanor and phone manner and be comfortable working with high-net-worth individuals
      • Strong problem-solving skills must be discreet, proactive, resourceful, flexible, and creative



        WHAT WE OFFER:
        • We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
        • Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at hometoday and in the future.
        • Four Seasons Wealth Management is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

Keywords: RFG Advisory, Cape Coral , Administrative Assistant, Administration, Clerical , Naples, Florida

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