Johnson Advisors is seeking an Administrative Assistant to join me and help service our client base. The scope of this role may vary depending on experience. Hours are flexible and can be determined based on need and availability.
· Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service
· Interact with clients in person and over the phone
· Prepare and review new account paperwork
· Facilitate and resolve client service requests
· Apply a working knowledge of operations/client-service processes
· Work independently, effectively, and efficiently
· Ensure paperwork is prepared and provided for all client meeting
· Handle confidential and/or sensitive information responsibly
· Maintain admin functions of the office such as office supplies and mail
· Perform other duties as assigned
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law and are subject to a criminal and credit background check as is required for this role.
To apply please send a resume with references to email@example.com or call 507-331-3737.