Administrative Assistant / Paraplanner
Contact Person: Angela Giboney
Contact Email: firstname.lastname@example.org
Contact Phone: (206) 354-5836
Are you an unusually organized, efficient and reliable? Do you naturally take responsibility and catch the details? Are you a multi-tasker and comfortable calling and setting up appointments? Do you work well as part of a team and on your own? Do others describe you as loyal and able to keep confidences? Do you have a servant’s heart? Are you generally hopeful? Do you anticipate what people need before they ask? If so, keep reading …
The Financial Advisor/Owner at AFG Financial is looking for a Paraplanner/ Administrative Assistant to add to our team. This is a small and growing business with the desire to help clients become better financial stewards. We work from a home office. Hours and location can be flexible as long as we get the job done for our clients.
The candidate selected will play a key part in the success of helping clients become better financial stewards by providing administrative support in the financial planning and services provided by our firm.
Has enough administrative experience that they don’t wonder if they have enough experience to apply
After a couple of months, is able to anticipate what the advisor will need before asked
Is able to look at cryptic notes and discern what to do next
Is willing to interrupt the advisor to ask questions to make sure you are doing it right
Uses discernment with confidential information
Gets stuff DONE!
Sets a goal then takes action to conquer it!
Extremely organized and detail oriented
Able to retain complex process flows
Enjoys filling out forms and completing paperwork
Willing to file, vacuum, and tidy the work space if that’s what it takes to get things done
Has a servant’s heart to do the work to make it easy for our clients
Has read at least one book by Dave Ramsey or listened to him (radio or podcast)
Is always learning, growing, and being stretched
Able to work well with advisor and other administrative assistant
Desires to be a part of something larger than themselves
Knows how to use Microsoft Office (Outlook, Word, Excel), LinkedIn, Facebook, Twitter, etc.
Knows how to use or quickly learns Redtail CRM; eMoney, Orion, Albridge,
Comfortable calling clients and vendors to set appointments or follow-up on outstanding items
Good communicator –professional and conversational (written and oral)
Comfortable working in my Christian home based business
Works hard but also likes to have fun while getting things done!
Job Types: Full-time, Part-time, Internship