Experienced Part-Time Administrative Professional - Finance Location Carson City, NV : About TruNorth Wealth Management: At TruNorth Wealth Management, we are dedicated to helping affluent families navigate the complexities of wealth management and retirement planning. Our boutique firm is built on a foundation of personalized service, experienced guidance, and a commitment to excellence.
: We are seeking a detail-oriented and client-focused Administrative Assistant to join our team. This role requires a combination of administrative efficiency and interpersonal skills to manage daily operations smoothly and maintain strong relationships with our clients and our broker/dealer Commonwealth.
Key Responsibilities: Schedule and coordinate meetings and phone calls with clients.
Follow pre-established guidelines to help the advisor prepare for the meetings.
Maintain and update client information using our Customer Relationship Management (CRM) system.
Process paperwork for opening new accounts and executing financial transactions.
Manage correspondence with clients, including drafting and sending business letters.
Ensure compliance with financial industry regulations and standards.
Support the advisor on projects and tasks as needed.
Answer phones, manage outgoing calls as needed, and efficiently handle the voicemail and phone VOIP system.
Requirements: Minimum of 5 years of experience in the financial services industry, preferably in roles such as banking, financial advisory assistance, or at a title company. (Note: Experience as a cashier is not equivalent to these roles.)
Proficiency in Microsoft Office suite (Word, Excel, Outlook, PowerPoint).
Excellent written and verbal communication skills.
Familiarity with graphic design and project management tools such as Canva and Airtable is a plus.
Demonstrated ability to handle confidential information with discretion.
Strong organizational skills and attention to detail.
Qualifications: High school diploma required; further education or certification in administrative services or a related field is preferred.
Proven track record of effectively handling administrative tasks in a financial setting.
Why Join Us? At TruNorth Wealth Management, you'll be part of a close-knit team that values collaboration and the well-being of our clients. We offer a supportive work environment where you can grow your skills and contribute to our shared success.
Growth Opportunities: This part-time position offers significant potential for growth within TruNorth Wealth Management. Candidates who demonstrate exceptional performance and dedication will have the opportunity to transition to a full-time role. As our firm expands, we aim to provide substantial professional development opportunities and the potential to offer full-time employment with comprehensive benefits, including health insurance and retirement plans.
How to Apply: To apply for this position, please submit a detailed resume and a cover letter highlighting your financial industry experience. Your cover letter should detail how your background aligns with the responsibilities and requirements of this role, including specific examples of your past duties and achievements in the financial sector.
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a registered investment adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Job Type: Part-time
Pay: $20.00 - $25.00 per hour
Expected hours: 20 per week
Benefits:
Flexible schedule Schedule:
4 hour shift Work Location: In person
